Who I am
I’m Simon Claxton, Managing Director and owner of Macbeth Financial Services. I’m an Independent Financial Adviser and have been in the financial services industry since 1983. I believe passionately that all financial services should be truly independent with the ability to provide ‘whole of market’ advice. During my career I’ve worked for some well-known employee benefits consultancies, helping to develop and market one of the first SIPPs in the UK. I’ve also worked for composite insurers, and in the 1990s I built up and sold a successful IFA business.
My role at Macbeth
My focus is to help shape the future of Macbeth and run, promote and grow the financial services side of the business. Part of my role is to advise clients in many areas including pre- and post-retirement planning, employee benefits, specialist protection such as key person and shareholder cover, equity release, mortgage finance, and investments.
I love being part of the Macbeth team because
I find the energy and enthusiasm of our team inspiring. I think the Macbeth team are unique in that we’re all totally focused on counselling clients on their objectives and helping them achieve their goals, which is always a satisfying process if somewhat challenging at times!
When I’m not working
I enjoy family walks with Bertie our labradoodle, clay pigeon shooting, supporting Arsenal FC and Reading FC in the winter, and watching my youngest son play cricket for Berkshire County. I’m also partial to a nice glass of red wine!