Simon Griffiths
BA Hons, DipPFS
With over 17 years of experience in financial advice, accountancy, and taxation, Simon brings a wealth of expertise to help individuals and businesses navigate their financial journeys.
About
A first class graduate of the University of Wales, previously a Chartered Accountant, Pension Transfer Specialist and Holistic Financial Planner Simon combines in-depth knowledge with a practical, results-driven approach to guide clients through complex financial decisions.
Passionate about delivering personalised advice, Simon works closely with clients to optimise tax strategies, streamline financial plans, and build long-term wealth.
Outside of work, Simon is an avid rugby fan, embodying the values of teamwork, dedication, and perseverance both in and out of the office.
Whether you're looking for tax-efficient solutions or comprehensive financial planning, Simon is committed to providing trusted, clear, and insightful advice every step of the way.
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.
