Simon Thompson

Partner

Division: Wealth 

Profile

Experience

• Raven: Partner – 2024 – present
• Catalyst Financial Planning: Director – 2019-2024
• Welby Associates Wealth Management: Financial Planner & Director – 2014-2019
• Premier Financial Planning: Financial Planner – 2010-2014

Profile

Simon has been delivering financial planning advice to private and corporate clients for almost 15 years. With planning at its core, that is solely focussed on helping clients achieve their goals and financial aspirations and delivered with a focus on technical clarity and independence, he has helped many clients take the necessary actions year-on-year to reach their goals. As a Director of a financial planning business for more than half his career in financial services, Simon has been responsible for ensuring good client outcomes, delivered compliantly, and building long-term relationships that add value.

Qualifications

• Chartered Insurance Institute – Diploma in Regulated Financial Planning
• Chartered Insurance Institute – Certificate in Pension Transfer Advice
• Chartered Insurance Institute – Certificate in Mortgage Advice
• Chartered Insurance Institute – Certificate in Life and Pensions

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