Simon has worked in financial services for over 30 years in various positions and has been advising clients for over 25 years.

He has previously specialised in pensions, but now provides holistic financial advice to both individual and corporate clients. Simon enjoys meeting clients and helping them achieve their goals. When not at work, Simon enjoys watching sports, spending time with friends and family and trying to keep fit!

With over two decades of experience in financial planning, Andrew is an integral part of the senior management team at Cardan Wealth Management.

He acts on behalf of a wide range of corporate clients and affluent individuals, specialising in matters related to personal and corporate pension planning, investments, savings, and inheritance tax planning. Andrew particularly enjoys meeting clients and taking the time to gain a real understanding of their aims and aspirations. He always strives to maximise wealth creation opportunities, providing trusted advice and strategic financial plans.

When he’s not putting together strategic financial plans, Andrew is very partial to a slice of fruit cake, so be warned, if he pays you a home visit, he may not leave until he has had that second slice.

Our adviser support team have a great deal of experience in the financial services industry and provide support to both Simon and Andrew, whilst also acting as a point of contact for clients.