Simon Moore — Independent Financial Adviser in Caterham
About Simon Moore
Simon Moore is a Financial Adviser at Wingate Financial Planning, where he specialises in investment advice and helping clients build a clear roadmap towards their ideal retirement. He works with individuals and families to bring together the different elements of their financial lives, including pensions, investments, protection and Inheritance Tax planning, creating tailored strategies designed around their personal goals and circumstances. Simon joined Wingate in January 2018, having built his career in financial advice with leading global institutions based in Central London. His experience has given him a broad understanding of the challenges clients face when planning for their financial futures, and he takes a holistic approach to helping them make informed decisions with confidence. For Simon, good financial planning is about more than individual investments or pension arrangements. It is about creating a clear vision for the future and putting the right structures in place to make that vision achievable. He works closely with clients to understand what they want their retirement and wider financial future to look like, then develops and reviews their plan as their circumstances evolve. Simon is a member of the Personal Finance Society and the Chartered Insurance Institute. He is also a member of the Wingate Foundation Committee, helping to allocate funding to local charities and good causes. Living in West Surrey with his young family, Simon is actively involved in his local community, supporting numerous charity projects and volunteering with his village Scouts group. Originally from Cornwall, he enjoys returning to the South West and visiting family in Pembrokeshire. Outside of work, he keeps active through football and home fitness.
Services
- Retirement planning
Specialisations
- Investment Management
- Retirement Planning
- Tax Planning
- Protection Planning
- Inheritance Tax Planning
- Pension Planning
- Holistic Financial Planning
Qualifications
Certificate in Financial Services (CII) Diploma in Regulated Financial Planning (CII)
Regulation
Simon Moore is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Simon Moore an FCA-regulated financial adviser?
Yes. Simon Moore 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 Moore offer?
Simon Moore offers Retirement planning. 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 Moore?
Fees vary depending on the service, the complexity of your situation and the assets involved. Simon Moore 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 Moore is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Simon Moore?
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 Moore directly through the contact form.
Does Simon Moore work with clients outside Caterham?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Simon Moore is based in Caterham but you can confirm preferred meeting locations and video options when you book your initial call.