Dip PFS, Certs CII (MP & ER)
Managing Director - Financial Services
Who I am
I’m Simon Claxton, Managing Director and owner at Macbeth Financial Services.
My role at Macbeth
My focus is to help shape the future of Macbeth, run, promote and grow the financial services side of the business. I advise clients in many areas including pre- and post-retirement planning, employee benefits, specialist protection such as key person and shareholder cover, equity release 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!