Simon is a Fellow of the Personal Finance Society and an Accredited Member of SOLLA (the Society of Later Life Advisers)

His main areas of professional specialism are as follows:

  •  Later life financial planning including long-term care fee advice
  •  Pension transfer specialisms (occupational/final salary pension scheme advice)
  •  Working with solicitors, trustees and attorneys with tax and investment planning projects
  •  Tax, pension and investment planning with private individuals and business owners (including SSAS and SIPP schemes)
  •  Charity investment services and advice 
  •  Public sector pension schemes (including the NHS, the Civil Service and the Armed Forces)
  •  Specialist tax planning investment vehicles such as VCT and EIS arrangements


When Simon is not helping clients with their long-term plans, he is a committed outdoors man; he enjoys spending time both on Dartmoor and the coast with his wife and two daughters with their loyal Labrador running alongside. 


simon-lake Simon Lake LLB (Hons)
Chartered Financial Planner
tel: 01752 666601