Simon Rees
Managing Director Chartered Financial Planner Compliance Officer
About Simon
Simon joined Gibbs Denley in 2011. He achieved Chartered status in 2014 and became a Director of the business in 2017, and now oversees our Bury St Edmunds and Chelmsford offices.
Simon specialises in working with family wealth and estates, as well as working with business owners to plan their exit strategies. A Pension Transfer Specialist, he is experienced in advising on complex retirement strategies.
Outside of work
Simon has a family with two young daughters. A keen sportsman, he enjoys both rugby and cricket, having played minor county cricket for Suffolk for 10 years.
Importantly
FCA Register Statement of Professional Standing QualificationsQualifications
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CII Chartered Financial Planner
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CII Advanced Diploma in Financial Planning – APFS
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CII Certificate in Discretionary Investment Management – CertPFS (DM)
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BSc(Hons) Economics
My proudest moment as a Financial Planner was:
The first time we had four generations of clients alive – true family financial planners!
On an ideal weekend you can find me:
Enjoying a great meal with family and friends… plus rugby and Guinness!
The best gift I’ve ever received is:
‘Meater’ – check it out!
Our team
The quality of service we’re renowned for is all down to our talented team. Get to know the people across our three offices.
Meet us
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