Simon has spent the last 30 years in the financial services industry. In 1998, he set up Thoroughbred Financial Services, advising mainly private clients on wealth management. In 2004, the business merged with Atkinson Bolton Consulting, still focusing on wealthy clients and integrating their financial planning and asset management needs.
Simon is a regular international and national speaker, both within the industry and for Mattioli Woods. Chief Investment Officer and currently an investment manager for the Group, Simon sits on the Asset Allocation Committee and is part of the senior executive team for the Group.