WEALTH at work
Michael Simon is a seasoned financial professional with extensive experience in various roles within the financial services industry. Currently serving as a Financial Advisor at WEALTH at work since October 2023, Michael previously held significant positions at Brewin Dolphin as a Financial Planner and Team Leader, and at Prudential Financial Planning as a Financial Adviser. Earlier career stages included specialized roles at Standard Life as a Paraplanner and Sales Consultant, as well as a decade at Scottish Widows, where responsibilities encompassed managing IFA accounts and corporate pensions. Michael's academic background includes an HNC in Business Studies from Liverpool Polytechnic, complemented by A Levels and O Levels from De La Salle, Liverpool.
This person is not in any teams
This person is not in any offices
WEALTH at work
1 followers
WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.