Simon joined the team at Peregrine & Black Investment Management in 2022 as an Independent Financial Adviser and Pension Transfer Specialist. He has been in financial services all of his working life and, in 2000, began his career as a financial adviser with Barclays Wealth. Simon is qualified to advise in all areas of planning, specialising in investment, tax and pension advice; he is a Chartered Associate of the London Institute of Banking & Finance.
P&B Wealth Planning is a trading name of Peregrine and Black Investment Management Limited, a firm authorised and regulated by the Financial Conduct Authority. FCA FRN 757. Company registration number 09706196727.
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Registered Office: Peregrine & Black Investment Management Ltd, 85 Bolton Street, London W1J 8BA. Please note we are a financial and wealth planning business but not tax advisers. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. You should always take independent tax advice. Tax advice is not regulated by the FCA.
