Simon Kearsley
BA(Hons), ACII, FPFS
Having abandoned his dream to become a weatherman, Simon graduated with a degree in Financial Services in 1996 and became a financial consultant with NFU Mutual in 1999. Since establishing Kearsley Financial Management in 2014, Simon has been able to focus solely on designing a wide range of personalised financial plans for his clients and spend time regularly reviewing them to ensure they stay on track to reach their financial goals.
About
Simon achieved Associateship status with the Chartered Insurance Institute in 1998. He then embarked on a period of financial planning study that culminated in being awarded Chartered Financial Planner status in 2009 and Fellowship of the Personal Finance Society in 2011, making Simon one of the most highly qualified practitioners in his field.
This professional approach, along with over 25 years’ experience of personal financial planning, has enabled Simon to make the financial objectives a reality for his clients across Wirral, Cheshire and further afield. Specialisms include:
- Protecting loved ones should a key member of a family or business die or become seriously ill,
- family business succession planning, especially in the agricultural industry,
- planning for and making retirement a reality.
Away from work, Simon spends time with family and friends either up a hill with a snowboard or walking shoes on his feet, on the (touch) rugby pitch, or in the garden with his wife Nicole.
Testimonials
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.
