Simon O'Connell - Chartered Financial Planner & Director
About Simon
Simon is Regional Head of Evelyn Partners Family and Divorce Team for the South and Chair of their national oversight committee.
Simon is a committee member of Resolution’s Training & Learning Committee, Kent Resolution and on the Steering Group for Supporting Separated Families: Kent (SSFAK). Active member of 3 Kent Collaborative POD’s.
Simon advises on all aspects of personal financial planning but has particular expertise in pensions, retirement planning and inheritance tax planning and financial planning on divorce.
Recognised advice you can trust
Simon was a finalist at the 2023 Resolution awards for Working in Collaboration and provides training for family & divorce professionals.
He enjoys working as a financial neutral and helping couple’s come to a sensible and fair, pragmatic settlement where possible through mediation.
Chartered Financial Planner
Simon had worked in financial services for over 30 years and been a Financial Planner since 2002. He joined Evelyn Partners (formerly Tilney) in January 2020 and works from their Maidstone office. He was previously Branch Head for a national IFA and also managed pensions, new business and claims departments at a Life Assurance company.
How Simon Works with clients
In person appointments at Maidstone, Kent and online meetings available