Simon Crawford

Simon Crawford

Associate Financial Planning Director
Leeds office

About me

I provide bespoke holistic financial planning advice to individuals, families, business owners and trustees by working closely alongside my colleagues and trusted connections.

Background/Experience

Prior to joining Investec I worked for Abrdn's financial planning business in Leeds. I have over a decade of industry experience, which started as a Banker with Santander after graduating from University in Sheffield. I hold the Certified Financial Planner certification and the Chartered Wealth Manager title, two post graduate qualifications that demonstrate my commitment to help maintain high standards of advice in the industry. I am also a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

My interests

Being an ex-athlete, sports have always been a passion of mine. More recently I have been taken with Okinawan culture and the history of Karate, and I have been privileged to be able to share this with others by training and assisting the instruction of Wado Ryu to the younger members of our club. I also greatly enjoy watching Liverpool FC play and spending time with friends and family.

My areas of expertise

Contact me via the form to learn more about....

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.

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Countryside hills
Simon Crawford

We see you as more than just a client, which enables us to get to know you on a personal level and understand what's really important to you.”