Simon has been involved in financial services since 1982 and established his first practice in 1993. He has achieved the highest accolade in his field having reached Chartered Financial Planner status and has graduated as a Fellow of the Personal Finance Society (FPFS).
Simon works both with private individuals, helping them create, accumulate and retain their wealth for their families and future generations, and businesses, assisting the owners plan for the financial needs of their companies, protecting shareholders, insuring key personnel and assisting in the provision of pensions and other staff benefits.
A married man of over 25 years and father of four grown-up children, Simon served for 16 years as a school governor and is often to be found ‘treading the boards’.
He says; “I thoroughly enjoy getting to know our clients and their circumstances. I like to think (and I’m told!) that I bring a straight-forward, no-nonsense approach to my clients’ affairs, explaining sometimes complex matters clearly and providing creative solutions to their issues."
Liam, originally from West Yorkshire, has worked in Financial Services since 1995 and has been a qualified Financial Planner in 2001.
After joining Chapman Associates in 2004 he became a Partner in 2006.
As an advocate of higher professional qualifications Liam is now working towards a Master’s of Science in Wealth Management.
P Graham, from Lincolnshire a valued client of ours over the past 20 years.
“I really don’t like to think about my pension but Liam has a unique ability to look at my finances in the ‘real world’. There is no jargon or fluff just practical advice, information and help, delivered in a way that makes sense to me.”
Since leaving the Army in 2006, Lee has enjoyed 9 highly successful years in a Financial Services advisory role with Halifax and Santander. In August 2015, Lee took the invitation to join Chapman Associates as a Wealth Management Consultant and brings with him a breadth of knowledge and expertise.
Lee prides himself on his professionalism and dedication to providing the highest level of service to his clients. He enjoys providing bespoke advice to his clients to meet a variety of financial objectives, specialising in investment planning, retirement planning and protecting clients and their wealth, whilst incorporating tax efficient strategies.
Lee states “the client is at the heart of everything we do” and enjoys building long lasting, trusted and personal relationships with his clients to help and support with all aspects of their financial affairs.