Simon Evans BSc (Hons) Dip PFS
Partner and Independent Financial Adviser
Simon began his career in finance in 1991 after graduating from Kingston University. Simon gained considerable knowledge and expertise over 12 years whilst with Chase de Vere in London, meeting and looking after clients from all walks of life. After many years commuting to the City, Simon opted for a greener life and joined a Surrey based company. Five years on, a fortuitous meeting with Linda presented the opportunity to combine their knowledge, skills and experience which brought about the Shorestone foundations.
Simon has the Chartered Insurance Institute Diploma in Financial Planning (Dip PFS). He also has specialist qualifications in Taxation and Trusts but is continually looking to develop his knowledge base through continuous professional development. With many overseas clients, Simon has a keen interest in offshore investment planning helping ‘ex-pats’ and UK residents alike.
Simon is married with two boys and is a keen sportsman with an interest in skiing, snowboarding, windsurfing, paddle boarding, tennis, motor and water sports. Admittedly, the reality is that Simon spends most of his free time maintaining the garden and ferrying his children to and from their own hobbies.
“I have always enjoyed being a financial adviser – meeting new clients, building lifetime relationships by exceeding expectations and fostering trust. I try to resolve problems and help clients understand their options through education. Our service is bespoke, tailor made and importantly - forward thinking. I take genuine pride in establishing which assets can deliver and satisfy future goals, ensuring that client portfolios are dynamic and diverse. I am always available when clients need me because I care. This isn’t a job, it’s a lifestyle.”
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Simon Evans | Linda Simmons | Gill Cryer | Sue Denman | Ann Gallizzi