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Simon specializes in holistic financial and retirement planning advice for residents in the United States and for US nationals living outside the United States. He is based in Nevada and looks after clients across the whole USA.
He has worked in the financial services industry for over 30 years, initially in the world of investment banking, where he headed debt capital markets teams for HSBC and BNP Paribas in London and Dubai. Since then, he moved over to the financial advisory space and has enjoyed looking after clients from a range of nationalities and industries.
He holds an MA from the University of Oxford and a Postgraduate Diploma from the London School of Economics.
Outside of work, Simon tries to run a few marathons a year, he enjoys visiting new places and going to concerts with his wife, and he devours all manner of literature.