Simon Burchell Location
Stretton, GB
Simon Burchell Work
- 2024 - now Independent Financial Advisor @ Prosperity Wealth
- 2014 - 2024 Owner and Independent Financial Adviser @ Blackroot Financial Planning
- 2012 - 2014 Senior Financial Adviser @ MCA Financial Services
- 2011 - 2012 Independent Financial Adviser @ Intuitive FS
- 2009 - 2010 Financial Adviser @ Blackroot
- 2007 - 2009 Financial Adviser @ Milecross Financial Solutions
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 School1990 - 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
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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Top Prosperity Wealth Employees
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21
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1
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George Walker
Client Manager at Prosperity Wealth
Stourbridge, GB1 -
11
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Annabelle Dipfa
General Manager at Prosperity Wealth
Wolverhampton, GB1 -
Scott Hinton
Independent Financial Advisor at Prosperity Wealth
West Bromwich, GB1 -
2
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2
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