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Simon Clews FPFS IMC BSc - DGS Chartered Financial Planners

Simon Clews FPFS IMC BSc

About me

I am a Chartered Financial Planner and head up DGS Employee Benefits Solutions.  I work with employers across the UK to deliver cost effective employee benefits solutions, helping them recruit, engage and retain their  business’s most important asset – their people.

My history

My career in the financial services industry began while attending university in 1998, where I worked at Nationwide Building Society.  I graduated from Southampton University with a degree in Mathematics with Actuarial Science in 2001 before joining Watson Wyatt as an Actuarial Consultant.  In 2007, I joined DGS as an Independent Financial Adviser and in 2011 gained Chartered Financial Planner status.  This qualification has helped me to deliver holistic advice to individual clients – ensuring that all areas of financial planning work in synergy to achieve client objectives. I then  progressed to manage DGS’s Employee Benefits offering.

My qualifications

Advanced:

  • AF1 – Personal tax and trust planning
  • AF3 – Pension planning
  • AF4 – Investment planning
  • AF5 – Financial planning process
  • J01 – Personal tax
  • J02 – Trusts
  • J04 – Pension funding options
  • J05 – Pension income options
  • J06 – Investment principles, markets and environment
  • CF1 – UK financial services, regulation and ethics
  • CF2 – Investment and risk
  • CF3 – Financial protection
  • CF4 – Retirement planning
  • CF5 – Integrated financial planning
  • CF6 – Mortgage advice
  • CF8 – Long term care
  • IMC – Investment Management Certificate
  • DAT – Diploma in Actuarial Techniques
  • BSc (hons) – Mathematics with Actuarial Studies  (Southampton University)