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Simon Emerson BSc (Hons), APFS, Cert SMP - DGS Chartered Financial Planners

Simon Emerson BSc (Hons), APFS, Cert SMP

About Me

As an Independent Financial Adviser I provide holistic financial advice to a wide range of individuals and families. My key focus is to build long term relationships with people – be that with clients, other professionals, and other Financial Planners by delivering a personal yet professional service which is first-class and simple to understand.

I specialise in retirement planning so can aid clients in the run up to retirement and those actively considering retiring. I also build clients financial plans to incorporate Investment planning, Protection needs, and Estate Planning.

My History

Following my graduation from the University of East Anglia with BSc Mathematics (Hons) in June 2016, I joined DGS in October 2016 in a Sales Support position. I have gained professional qualifications throughout my time at DGS and achieved the Advanced Diploma in Regulated Financial Planning in 2020.

Qualifications:

  • RO1 – Financial Services, Regulation & ethics
  • RO2 – Investment Principles and Risk
  • RO3 – Personal Taxation
  • RO4 – Pensions & Retirement Planning
  • RO5 – Financial Protection
  • RO6 – Financial Planning Practice
  • RO7 – Advanced Mortgage Advice
  • AF4 – Advanced Investment Planning
  • AF5 – Financial Planning Process
  • AF7 – Pensions Transfers
  • AF8 – Retirement Income Planning
  • CF6 – Mortgage Advice
  • LP2 – Financial services products and solutions

 

BSc Mathematics (Hons)