Simon Wyatt Financial Planning was formed in 2009 when Simon left his existing practice and he and his wife Claire established their own company. Originally they worked from their home, but in 2012 the Practice expanded to include the clients of a former St. James’s Place Partner and Nancy joined the team to help with looking after the larger client base, having worked with these clients with their last adviser, and therefore being invaluable in smoothing the transition. This growth in the business meant a move of premises was needed and Simon Wyatt Financial Planning was born at our current address which is shared with a firm of accountants.
Jayne and Peter both joined the business in September 2013 to help us maintain our commitment to providing excellent customer service in a business that is still growing. Jayne and Claire have been close friends for many years as well as being former banking colleagues, and Jayne had a tremendous amount of industry experience to bring to the support team. Peter, Jayne’s husband, was a former teacher and he joined the practice to retrain as an adviser. Peter has approached this with commitment and enthusiasm and like all of the other members of the team shares the vision of putting our clients at the forefront of everything we do.
In November 2015 Simon Wyatt Financial Planning purchased another St James’s Place practice with the Partner, Stephen Booth, joining the team as an expert in the NHS pension scheme, and ensuring continuity for his former clients as they become part of the combined practice.
Further expansion to maintain the high standard of client care occurred in July 2018 when Douglas Jones joined us as a graduate from Swansea University to become a para-planner allowing Peter to spend more time face to face with clients. Douglas is currently a member of the para-planning academy with St. James's Place. August saw another member of the back office team with Lisa Hughes-James joining us as a personal assistant from Age Cymru Sir Gar prior to which she worked for 29 years Lloyds Private Banking.In December 2018 Stephen retired to spend more time with his wife and family, though still maintains strong ties to the practice