Simon Valentine-Marsh Certs CII (MP & ER) BA (Hons) FPFS
Chartered Financial Planner | Member of the Society of Mortgage Professionals
Director

About Simon

Simon lives in Tiverton with his wife and two children.


Current role

Chartered Financial Planner

Simon has worked for Philip J Milton & Company Plc since June 2007.
Simon quickly attained competent adviser status after joining the Firm and progressed through the higher Chartered Insurance Institute qualifications becoming a Chartered Financial Planner in June 2012.

He was appointed as a Director of the firm in October 2012.

Simon oversees the Advisory Department.


Qualifications

Chartered Financial Planner

Simon holds advanced qualifications in Taxation, Trusts and Pensions as well as a BA (Hons) degree in Accounting and Finance.


Previous professional experience

Simon joined the company in June 2007 as a trainee adviser, having previously worked in an Insurance Company as a technical adviser.