Partner | Balearic Islands
Simon has worked with financial services institutions for over 20 years. Before joining Blevins Franks in September 2015, he spent ten years advising international clients. His previous employers include a major private bank, an investment manager and a family office in Mayfair.
Simon holds the Chartered Institute for Securities and Investment Level 6 Certificate in Private Client Investment Advice and Management. He also has the Chartered Insurance Institute Diploma in Financial Planning.
In 1991 Simon bought a property in Mallorca and relocated permanently to the island in 2015. Based in Mallorca, he travels regularly to Menorca and Ibiza to visit clients and is assisted by Regional Manager, Kevin Cassar. Simon is also supported by an expert team of lawyers, tax advisers, pension consultants and client services officers located in Blevins Franks offices in London and Malta.
Simon holds a private pilot’s licence and loves flying his light aircraft around Mallorca and other parts of Spain. He’s also a keen follower of sports and music and has been known to travel halfway around the world for a good event.