Simon is the Managing Director at ML with responsibility for the running of the company on a day to day basis, managing the finance and heading up the ML Investment Committee.
He is also one of the Independent Financial Planners and whilst he is based in Wymondham the majority of the time, he is also often seen in the Northampton office.
Having started within financial services in 1997 in the field of Actuarial Pensions, he soon discovered his passion for pension knowledge. Since becoming an Independent Financial Adviser in 2001, Simon has held a number of senior roles within the industry and is now the Pensions specialist within ML. Simon is ranked in the Top Tier of Financial Advisers worldwide*
Married to Tanya, who also works at ML, they have two children – Charlie and Mollie, so weekends are family time for all four of them as well as spending time with their two dogs, Coco and Meg. Simon also helps coach Charlie’s football team and is a passionate Norwich City fan and season ticket holder.
*Source: Million Dollar Round Table (MDRT) 2025
