Simon Long Birmingham office
Simon Long

Simon Long

Senior Investment Director

Birmingham

+44 (0) 121 232 0700

About me

As a senior investment director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them grow their wealth in a measured way. I predominantly manage investments for clients within a variety of wrappers, including SIPP and SSAS pension funds, investment companies and OEICs. To ensure the best possible outcome for my clients, I work closely with Investec’s in-house research team to identify suitable investments, given clients’ risk profiles and objectives.   

Background/Experience

With over a decade of experience in Investment  Management, I have formed close relationships with my clients and introducers. Before joining Investec in 2005, I worked at Brewin Dolphin on their specialist AIM team following my graduation in 2002.

Qualifications include: 

  • Chartered Wealth Manager through the Chartered Institute for Securities & Investment (CISI)  
  • CISI Diploma qualification     

My Interests

I am a keen, but somewhat wayward, golfer and enjoy the occasional trip to play a different course, preferably somewhere warm. I am also a very keen spectator of cricket which has taken me to some interesting parts of the world.  

My areas of expertise

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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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I take great satisfaction in managing client’s portfolios by utilising Investec’s unrivalled research capability but with the flexibility to provide a genuinely bespoke service.

Simon Long