Simon Burchell Email
Independent Financial Advisor @ Prosperity Wealth
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Simon Burchell Location
- Stretton, GB
Simon Burchell Work
- 2024 -now Independent Financial Advisor @
- 2014 -2024 Owner and Independent Financial Adviser @ Blackroot Financial Planning
- 2012 -2014 Senior Financial Adviser @ MCA Financial Services
- 2011 -2012 Independent Financial Adviser @
- 2009 -2010 Financial Adviser @ Blackroot
- 2007 -2009 Financial Adviser @
Simon Burchell Education
- ifs School of Finance
DipFA - Diploma in Financial Planning (Financial Planning)
2010-2011 - University of Leicester
BA (Hons) (Economics)
1996-1999 - Bishop Vesey Grammar School 1990-1996
- ifs School of Finance
LTCI (Long Term Care Advice)
- ifs School of Finance
CeRER (Equity Release)
Simon Burchell Skills
- Personal Pensions
- Directors Life Insurance
- Independent Financial Advice
- Trusted Advisor
- Charities
- Pensions
- Retirement Savings
- Charitable Trusts
- Wealth Preservation Planning
- Personal Injury Trusts
- Corporate Finance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Flexible Drawdown
- Financial Modeling
- Critical Illness
- Investments
- Shareholder Protection
- Financial Risk
- Trust Management
- Individual Pension Plans
- Asset Allocation
- Pension Schemes
- Business Protection
- Wealth Management
- Loan Protection
- Individual Planning
- Business Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Business Loan Protection
- Investors
- Investment Strategies
- Asset Management
- Group Life Insurance
- Annuity
- Long Term Care Insurance
- Financial Reporting
- Equity Release
- Trusted
- Inheritance Tax Planning
- Financial Management
- Key Man Protection
- Long Term Care Planning
- Group Pension Schemes
- Private Health Insurance
- Employee Benefits
- Investment Management
- Trust Services
Simon Burchell Summary
- Simon Burchell, based in Stretton, GB, is currently a Independent Financial Advisor at Prosperity Wealth. Simon Burchell brings experience from previous roles at Blackroot Financial Planning, MCA Financial Services, Intuitive FS and Blackroot. Simon Burchell holds a 2010 - 2011 DipFA - Diploma in Financial Planning in Financial Planning @ ifs School of Finance. With a robust skill set that includes Personal Pensions, Directors Life Insurance, Independent Financial Advice, Trusted Advisor, Charities and more. Simon Burchell has 1 emails on RocketReach.
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