Simon is a Fellow of the Personal Finance Society and an Accredited Member of SOLLA (the Society of Later Life Advisers)

His main areas of professional specialism are as follows:

• Later life financial planning including long-term care fee advice

• Pension & Divorce Planning Work for Defined Contribution and Defined Benefit Scheme Memberships

• Working with Solicitors, Trustees and Attorneys with tax and investment planning projects including Personal Injury Trusts

• Tax, pension and investment planning with private individuals and business owners (including SSAS and SIPP schemes)

• Charity investment services and advice 

• Public sector pension schemes (including the NHS, the Civil Service and the Armed Forces)

• Inheritance tax and estate planning advice 

When Simon is not helping clients with their long-term plans, he is a committed outdoors man; he enjoys spending time both on Dartmoor and the coast with his wife and two daughters with their loyal Labrador running alongside. 


simon-lake Simon Lake LLB (Hons)
Chartered Financial Planner
tel: 01752 666601