Book an initial meeting at no cost to you
Simon Tuck – Senior Partner
Helping you achieve financial freedom and security
I help my clients identify and achieve their short, medium and long term financial ambitions by creating a financial planning strategy to follow.
I help a wide variety of clients and my knowledge and experience means I can provide help and guidance in all aspects of financial planning, including:
- growing your wealth;
- protecting and passing your wealth on to future generations;
- planning for key life events, such as your children’s education or your retirement;
- making the most of tax allowances; and
- providing financial protection in case catastrophe strikes.
No matter what your needs or requirements, we can identify what’s important to you and how your money should be used to help you achieve your financial aspirations.
The value of your investment can go down as well as up and you may not get back the full amount invested.
The Financial Conduct Authority does not regulate taxation and trust advice.
- How I work
I will work with you to create a detailed and bespoke financial plan designed to deliver your financial ambitions through tailored strategies and excellent ongoing service. This will give you a track to run on and a direction for your finances.
The first meeting is at no cost to you and if the service is not for you, there’s nothing to pay and nothing more to do. My relationship with you will be an ongoing and collaborative process to help make sure we reach and exceed your financial requirements.
Depending on your requirements, I may use cash flow modelling to bring your money to life. Cash flow modelling demonstrates your net worth, tax position and cash flow throughout your life. It’s an instant interactive tool that will help you to make immediate decisions about your financial future. I also specialise in trust and estate planning to help make sure that you are able to pass your wealth on to your loved ones.
Once a plan is in place, I will review, monitor, and report on any changes in your life and in legislation, so you stay on target to achieve your financial aspirations.
- How I can help you
I can’t magic money out of the air for you but by understanding your requirements and objectives, I can create a financial plan to follow which should provide greater comfort by knowing where your money should be allocated to have the best chance of meeting your objectives.
Once we have agreed a planning strategy, we will regularly review it to help you stay on track.
- Chartered financial adviser through the CII
- Certified financial planner through the CISI
- STEP Certificate for Financial Services – Trust and Estate Planning
I am a Senior Partner at Foster Denovo and have worked with clients for more than 25 years. My professional qualifications are: