Simon Palmer - Director & Independent Financial Adviser

Simon has over 29 years of experience in financial services. He graduated from University in 1995 and then began his career in financial services, initially working and training with Abbey National (now Santander) - successfully passing his mortgage lending and financial services exams - becoming a fully qualified Financial Adviser in 1998. Simon then gained further experience and knowledge working with Bank of Ireland, Zurich, Openwork and Close Brothers. He has been an Independent Financial Adviser (IFA) since 2006 - setting up Integrity Wealth Planning Ltd in 2015.

He strongly believes in the FCA principles of providing financial advice with “Integrity, Skill, Care & Diligence” and is proud to call all his clients 'friends', aiming to always provide them with a truly personal and professional service.

Simon lives in Dorking, Surrey, with his wife and 2 children. 

Qualifications:

• Diploma in Financial Planning (Dip PFS)
• Certificate for Financial Advisers (CeFA)
• Certificate in Mortgage Advice & Planning (CeMAP)
• Certificate in Lifetime Mortgage Activities (CeRER)
• CII - Statement of Professional Standing (SPS)
• Council of Mortgage Lenders - Level 2SL (CML)
• Member of the Personal Financial Society
• Member of the Equity Release Council
• BSc (hons)

 

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