Experience and knowledge
Our team has a wealth of experience in financial planning. Gained through years of experience, they can provide you with the right advice from across the financial landscape to ensure your financial framework works as hard as possible for you. Below you can find out more about our leadership team.
Simon Jones APFS AIFP MCSI
Simon Jones has worked in the financial services sector for his entire career, spanning over 30 years. He has been the CEO of his own business, which was bought by Towergate in 2008, as well as holding Head of Corporate and National Account Director roles after the sale. Simon is a highly qualified adviser and continues to expand his knowledge through a programme of examinations and qualifications. He provides expertise and professional advice to all his clients.
Business Development and Financial Planning Support
Chris is one of our Financial Planners. He joined Financial Framework Wealth & Estate Planning Ltd with 4 years’ industry experience. He began his financial services career with a small boutique IFA. At the start of 2018 Chris moved to a national IFA. Prior to this Chris was a Professional golfer, having completed his PGA course in 2007 Chris is still a keen golfer and member of the Ilkley Golf Club.
Head of Research and Paraplanning
Nick has worked in Financial Services since 2003, starting in retail banking before moving into private wealth management in 2005. Since then Nick has worked in most parts of the wealth management industry, mainly specialising in research and investments, both directly managing client portfolios and helping independent IFA firms around the country to build and implement compliant investment propositions. Nick also spent 2 years working as a Wealth Manager in the offshore market, in Barcelona.
Professional Financial Adviser
William Young is one of our advisers, but that doesn’t quite do him justice. He is highly qualified, being both a Professional Financial Adviser and a Chartered Banker. He has over 30 years of experience providing financial advice to all types of clients. Throughout his career he has held management positions and has regularly trained other advisers. He provides holistic advice to his clients across the full spectrum of financial planning and prides himself on offering a highly personalised service to each and every one of his clients. William is based in our Weybridge office and away from work, enjoys travel and cooking.