Simon Moore — Independent Financial Advisor 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
Qualifications
CF1 – UK Financial Services, Regulations & Ethics CF2 – Investment and Risk CF3 – Financial Protection CF4 – Retirement Planning CF5 – Integrated Financial Planning R01 – Financial Services, Regulation & Ethic R02 – Investment Principles and Risk R03 – Personal Taxation R06 – Financial Planning Practice AF8 – Retirement Income Planning AF5 – Financial Planing Process J10 – Discretionary Investment Management AF4 – Investment Planning
Regulation
Simon Moore is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Simon Moore a regulated financial advisor?
Yes. Simon Moore is FCA-verified and authorised under Wingate Financial Planning, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Simon Moore offer?
Simon Moore offers Retirement planning.
Where is Simon Moore based?
Simon Moore is an independent financial advisor based in Caterham, serving the SE, SW, BR, CR, DA, KT, SM, TW postal areas.
Does Simon Moore offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Simon Moore directly through their Trusted Advisor profile.
What qualifications does Simon Moore hold?
CF1 – UK Financial Services, Regulations & Ethics CF2 – Investment and Risk CF3 – Financial Protection CF4 – Retirement Planning CF5 – Integrated Financial Planning R01 – Financial Services, Regulation & Ethic R02 – Investment Principles and Risk R03 – Personal Taxation R06 – Financial Planning Practice AF8 – Retirement Income Planning AF5 – Financial Planing Process J10 – Discretionary Investment Management AF4 – Investment Planning
How do I book a meeting with Simon Moore?
You can book a free initial consultation with Simon Moore directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.