Simon Prestcote
Chartered Wealth Manager, Barnet, North London

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Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling, Trust Investments, Retirement Income, Long-Term Care

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Simon is a qualified Independent Financial Adviser (IFA) with over 27 years-experience assisting clients understand and achieve their financial goals. For 12 years he worked for one of the largest UK Wealth Managers, before moving to Edward Jones, one of the world’s largest private client investment advisers and stockbrokers, where he built a successful wealth management business over nine years. When Edward Jones sold their UK business the majority of Simon’s clients followed him to Lonsdale Wealth Management and this allowed him to build the financial advice business he has today.

Simon specialises in helping private clients and individuals with their retirement, investment and estate planning. Simon became a Chartered Wealth Manager in January 2015. The Chartered Institute for Securities and Investment (CISI) award this designation to ‘senior members in the retail sector at the pinnacle of their profession’. Chartered status is ‘the mark of an up to date, experienced and qualified financial industry professional.’ (Source: CISI website).

Simon works with local solicitors and accountants to ensure clients receive joined up legal, financial and tax advice. He is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

Simon enjoys spending time with his family, watching his two sons and daughter grow up. When he can fit it in, he likes to play golf, which he plays to a high standard. He also enjoys watching most other sports, films, visiting the theatre, eating out, and he is a keep photographer and a wine enthusiast.

Simon Prestcote – To learn more about Simon’s investment career, please read his LinkedIn profile.

Independent Financial Advisers in North London – Read more about our team.