ABOUT

Hi, I’m Simon.

I’m a Chartered Financial Planner who is passionate about helping my clients pursue their retirement goals. Born in Cape Town, South Africa, I had, as a young adult, been interested in exploring the option of living abroad. This materialised in 2015, and while I maintain strong roots with my South African family and friends, I now call Tunbridge Wells my home.

Before starting my own business, I worked at a large investment house in Mayfair, London, providing bespoke advice on all areas of financial planning to High-Net-Worth individuals.

I founded Streamline Financial Planning to provide objective, and holistic financial advice and knowledge to my clients. The vision is to guide hard working professionals who are approaching the end of their working lives achieve their retirement ambitions. I realised that I especially enjoy the impact that can be achieved through meaningful ongoing one-on-one relationships. Although I enjoyed working in a large corporation, I decided to start my own business to work with fewer clients in a deeper and more meaningful way.

When not at work, I can be found spending time with my wife, Sam, and our daughter, Charlotte. I am also an enthusiastic sportsman and can often be found at the local tennis and rugby clubs!