Contact Us
  // Open Popup ID 1058 if any element with .header--nav__button
document.querySelectorAll('.header-nav-button').forEach( (el) => {
	el.addEventListener('click', () => {
		bricksOpenPopup(XXX)
	})
})
document.querySelectorAll('.header-nav--parent').forEach(li => {
  const toggle = li.querySelector('.brx-submenu-toggle');
  if (!toggle) return;

  const a = toggle.querySelector('a');
  const button = toggle.querySelector('button');
  if (!a || !button) return;

  // Move the label text into the button (prepend before the SVG)
  const labelText = document.createTextNode(a.textContent);
  button.prepend(labelText);

  // Remove the <a> tag
  a.remove();
});

Simon Moore

Financial Planning Adviser

Simon joined Wingate in January 2018, having built a career in Financial Advice with leading global institutions based in Central London. He specialises in investment advice and working with clients who want to build a roadmap for their personal retirement. He helps his clients build a vision for their futures across a number of complex inter-related areas including pensions, investments, all aspects of Inheritance Tax Planning and protection.

Living in West Surrey, with his young family, Simon has been involved in numerous charity projects over the years including fundraising with the Christmas Carol Wagon, fireworks displays and volunteering to help lead a local Scouts group in his village. He is also member of the Wingate Foundation Committee, responsible for allocating funding to local charities and good causes.

Originally heralding from Cornwall, Simon regularly enjoys visiting the South West as well as Pembrokeshire in Wales where he also has family. When time allows, he likes to keep active by playing football and making use of a simple home gym.

Simon is a member of the Personal Finance Society which is the leading professional body for Financial Advisers and a member of the Chartered Insurance Institute.

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

Are you ready to make informed decisions about your money?

Contact Us

Get in Touch

Footer Contact Form

Please refer to our Privacy Statement to see how we use your personal information.