Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Simon Pigott - Partner and Wealth Management Adviser
Simon is a Partner of Swann Financial and has provided financial advice to his clients since 1995. He holds a Diploma in Financial Planning from the Chartered Insurance Institute and is an accredited member of the Society of Later Life Advisers (SOLLA). Simon has been with St. James’s Place since 2006.
In addition to the provision of estate planning and inheritance tax advice, Simon provides a range of services including investment planning advice, planning for retirement and long term care planning. His specialist areas are care fees planning and estate planning. Being SOLLA accredited means Simon is monitored in the advice he gives Later Life clients. SOLLA is a not for profit organisation founded in 2008 to monitor and meet the needs of people seeking later life advice. With this, the clients Simon advises can be safe in the knowledge he is advising with the utmost integrity, knowledge and respect.
Simon is passionate about ensuring his clients are treated as individuals and they receive a bespoke personal financial plan. He prides himself in building long lasting professional relationships. His advice is delivered personally and reinforced by St. James’s Place who guarantees the suitability of the advice when recommending any of the wealth management services available from companies in the group.
Contact Simon Pigott - Partner and Wealth Management Adviser
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.