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Simon Rowles

CII QCF Level 4 Diploma in Financial Planning including qualifications in Taxation & Trusts and Planning for Long Term Care

Having been in Financial Services since 1990, I have held various positions, including roles such as specialist adviser, team manager and regional manager, whilst retaining my own client base. I now focus on providing personal financial advice to existing and new clients.

I provide advice, help and guidance in all areas of financial planning, but specialise in estate protection, care planning and wealth management. This would include investments in addition to retirement planning.

I meet many new clients in my role as Seminar Presenter. I present on all of the areas mentioned above, for both public and corporate seminars. Whether I'm presenting to an audience or working with individual clients, I believe it is imperative to communicate what are essentially complex, financial matters in an easy to understand way.

When I'm not working, I like to spend time with my partner, Suzanne and my young son, Jack. We like to keep busy and particularly enjoy travelling, both locally and in Europe.

Obsidian Financial Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 509756

Obsidian Financial Limited Registered Address: Obsidian House Hints Road Mile Oak Tamworth B78 3PQ. Registered in England & Wales, No. 06925501.

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The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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