Simon Horner — Network Financial Adviser in Bath
About Simon Horner
Simon Horner APFS CFA is a Financial Adviser with nearly 10 years’ experience in financial services. His career has spanned accounting, corporate finance and investment advice, giving him a broad understanding of the different factors that shape a client’s financial position. Simon takes a personal, planning-led approach to advice. He spends time getting to know each client, understanding what matters to them, how their circumstances may be changing and what they ultimately want their finances to achieve. From there, he helps build clear, realistic and achievable plans designed to provide greater financial security and confidence for the future. For Simon, one of the most rewarding aspects of financial planning is helping clients gain clarity around their financial position and reducing some of the stress and uncertainty that can accompany important financial decisions. He believes that good advice should give clients greater control, allowing them to focus on the things that matter most to them. Simon also places strong importance on maintaining and developing his technical knowledge. Alongside keeping up to date with financial news and regulatory developments, he attends professional development workshops to ensure his advice continues to reflect the latest thinking and changes relevant to his clients. Simon's life outside financial services has been equally varied. Prior to becoming a financial adviser, he was a mathematics teacher and during university spent a summer working as a stockman on a cattle farm in the Australian outback. Adventurous and outgoing, Simon once drove from the UK to Mongolia and, more recently, cycled across Wales in a single day. He currently lives in Bath with his young family.
Services
- Retirement planning
- IHT planning
- Insurance
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Inheritance Tax Planning
- Business & Exit Planning
- Holistic Financial Planning
- Responsible Investment
- Protection Planning
- Estate Planning
- Trust Planning
Qualifications
Chartered Financial Analyst (CFA Institute) Diploma in Regulated Financial Planning (DipPFS)
Regulation
Simon Horner is FCA-verified (firm: Everstead Financial Planning).
Frequently Asked Questions
Is Simon Horner an FCA-regulated financial adviser?
Yes. Simon Horner is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Simon Horner offer?
Simon Horner offers Retirement planning, IHT planning, Insurance. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Simon Horner?
Fees vary depending on the service, the complexity of your situation and the assets involved. Simon Horner will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Simon Horner works as part of a network, with access to a carefully selected panel of providers. Network advisers share resources and compliance support but still tailor advice to each client's individual goals.
How do I book a consultation with Simon Horner?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Simon Horner directly through the contact form.
Does Simon Horner work with clients outside Bath?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Simon Horner is based in Bath but you can confirm preferred meeting locations and video options when you book your initial call.