As Managing Director of our Financial Services division and with 38 years’ experience in the industry it’s fair to say, when it comes to advising on financial planning, Simon really knows his stuff! An accolade that was recently recognised at the 2Plan National Conference and Awards when Simon was awarded Protection Adviser of the Year 2021.
The award looks at the range, quality and value of services and advice provided by top individuals in the 2Plan network, acknowledging those who act solely in the best interests of their clients at all times by providing independent professional financial advice.
Although the award is given to the individual Simon is always quick to praise his team saying “I’m delighted to be recognised once again for this industry respected award, but it isn’t all down to me. Although my name is on it, I believe this is an achievement for the whole team. I wouldn’t be able to provide the level of ‘whole of market’ advice my clients need and deserve without the invaluable support of the rest of the Macbeth Financial Services team.”
2021 (awards are bestowed retrospectively) is not the first time Simon and Macbeth Financial Services have been recognised for their outstanding work. Simon and the financial services team have also been winners for three consecutive years – 2016, 2017 and 2018, and were named in the top three advisers for 2021 Adviser of the Year and 2021 Appointed Representative of the Year.
These awards encompass all areas of corporate and individual protection services, including on the corporate side s (Healthcare Insurance, Death in Service and Income Protection), Shareholder or Partnership Protection, and Key Person Insurance, and on the individual protections; Inheritance Planning and Family Protection. We have a wealth of knowledge and experience in all these areas of Group Protection and Employee Benefits and would be happy to talk to you about your individual needs.