Simon Baldwin
Simon Baldwin has worked in Financial Services since 1996 and is a qualified Chartered Financial Planner. He's also very proud to have featured in the VouchedFor Top Rated Adviser Guide for the last 3 consecutive years.
About
Having worked for an insurance company, a large high street bank and gaining knowledge and experience as an Independent Financial Adviser (IFA), you can rest assured that your financial planning needs will be well looked after by Simon for the long term.
Simon chose to join St. James's Place in 2013 and is supported by a team of specialist financial services professionals in their Cirencester head office covering a wide range of technical specialities.
As a Chartered Financial Planner, Simon has satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading advisers that is wholly committed to providing you with the best possible advice, service and support.
Simon is also passionate about 'giving back' to his local community. Having been involved in a number of financial education workshops at secondary schools is the local area Simon is also embarking on a pupil mentoring programme, supporting a local charity that supports young people in schools across Worcestershire by assigning them a mentor from a local business.
Outside of work, Simon is married to Julie and they live in Bromsgrove and out of work they enjoy spending quality time together along with their family.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
