Simon is a law graduate who now has over 6 years’ experience in the financial services industry working with St. James’s Place.
Simon provides holistic financial advice to our clients to help them achieve their long term financial goals. He specialises in all aspects of investment management, protection and retirement planning and is passionate about helping his clients and their families protect and preserve their wealth for future generations whilst enjoying their life today.
Simon holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is currently working towards achieving chartered status.
Away from work, Simon is a keen sportsman and plays cricket for Neston C.C. and is a member of both the M.C.C. and the Royal Liverpool Golf Club.
Daniel joined Williams Birley Wealth Management as a Paraplanner in September 2018. His role primarily involves liaising with the Practice Partners to produce client specific reports and research. In addition to this, Daniel is also responsible for overseeing all aspects of the business operation to ensure our clients individual needs are met.
Daniel has a wide Financial Services background having previously worked for Lloyds Banking Group and Phoenix.
Daniel is currently studying towards the Diploma in Regulated Financial Planning.
Sam joined Williams Birley Wealth Management in early 2019 having previously worked at Lloyds Banking Group. He is responsible for all the necessary administration processes and procedures in order to ensure a constant level of excellent service and care is provided at all times.
He also ensures the necessary preparation work is carried out and relevant information collated to enable the efficient management of financial strategies for our clients.