Simon Wood-Woolley set up Define to do what he loves doing best. That’s giving specialist, unbiased advice to clients with whom he’s developed long-term relationships. And it’s what he excels at.
Simon’s career has been spent in finance. He joined the retail banking sector after gaining a degree in Business & Finance. Simon is also committed to ongoing learning to continually improve the service Define provides to its clients.
As a financial consultant Simon has built trusting, professional relationships, helping clients with their financial planning over the short, medium and long term.
Before starting Define, Simon also worked as an independent financial consultant for a financial management consultancy. Working independently, he got to know and form strong relationships with the best product providers in the market. It’s this knowledge plus continual up-dating of skills and training that gives Define its competitive edge.
Qualifications: BA Degree Business & Finance; HND Business & Finance; Cert PFS.
Simon is a member of the Personal Finance Society (PFS)
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