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)
