Simon Tabb Guildford office
Simon Tabb

Simon Tabb

Senior Investment Director

Guildford

+44 (0) 1483 304 707

About me

My role is to build bespoke, actively managed investment portfolios for private individuals, pension funds, trusts and corporate clients. Over many years I have formed trusted relationships with my clients to better understand their specific family requirements and to ensure funds are appropriately invested for future generations. Portfolios are created using a spread of investments across different asset classes including domestic and international shares, fixed interest, infrastructure funds and structured products. I am committed to providing a first class service to my clients and their advisers. This approach is also shared by my wider team of skilled and experienced professionals.

Background/Experience

Before joining Investec in 2006, I was part of the investment team responsible for managing assets on behalf of one of the UK’s largest pension funds, the British Coal Pension Scheme. Whilst in this role, I qualified as a Chartered Accountant (FCCA). Since joining Investec I have qualified as a Fellow of the Chartered Institute for Securities & Investment (FCSI) and passed Level 1 of the Chartered Financial Analyst Program. I am also an active member of various committees across the Investec group.

My interests

Outside of work I am a keen cricketer and golfer. However, finding time to play either is difficult with young twins!

My areas of expertise

Contact me via the form above 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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Feeding a swan

We take the time to properly investigate client needs and requirements. This deep understanding of client circumstances is paramount when constructing a tailored wealth management strategy. 

Simon Tabb