Meet ...

Simon is a Director of JJFS and has over 30 years’ experience in the financial services industry. Prior to JJFS, he spent many years at a large, national organisation dealing with complex financial planning matters for corporate clients and high net worth individuals.  He is proud of the long term client relationships he has developed over the years, some of whom have trusted him with their financial planning needs for 25 years or more.

In 2009, Simon set up JJFS with fellow Director, Helen Jeffrey, so that he could continue providing a personal service to his clients, something that was becoming increasingly difficult within the constraints of a large organisation. Many of Simon’s loyal clients followed him and the business has grown steadily ever since.

Simon specialises in employee benefit advice and solutions for corporate clients including auto enrolment, and has particular expertise in the Motorsports sector. He combines a highly professional approach with a genuine appreciation and understanding of his clients’ needs and aspirations, and believes these are integral to providing the level of service expected of JJFS.

Outside of work, Simon is a keen cricket fan but is certainly no armchair sportsman. He is the office action man, regularly taking part in running and cycling challenges that include competitive 10Ks, the Wolf Run, the Malvern Mad Hatter Sportive 68 mile cycle and the Cornwall Coast and Clay Sportive 77 mile cycle. His little known passion, however, is ornithology and he has an encyclopaedic knowledge of our feathered friends. He certainly knows his Sandpipers from his Snipes and his Redwings from his Ruffs.

Simon’s LinkedIn Profile 

Simon’s Statement of Professional Standing