Simon Bashorun London skyline
Simon Bashorun

Simon Bashorun

Financial Planning Team Leader (London)

London

+44 (0)20 7597 1234

About me

I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I lead the London Financial Planning Team.

Specialisation

Financial Planning

Background/Experience

I have over 15 years experience in creating bespoke solutions for clients and joined Investec Wealth & Investment from the wealth management team of a large firm of accountants.

Qualifications

I am a Chartered Financial Planner, Certified Financial Planner, Chartered Wealth Manager and a Registered Trust and Estate Practitioner. I am a Fellow of the Personal Finance Society, a Chartered Member of the Institute for Securities and Investment and a full Member of The Society of Trust and Estate Practitioners. I was also awarded the London Insurance Institute’s Advanced Diploma in Financial Planning Prize for achieving the highest average score of all candidates in 2009/10.

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue