Simon Reid

I have been in the financial services sector for over 25 years, joining St. James's Place in August 1995. I have devoted my working life with St. James's Place helping others make the most of their money and realise their financial goals.

About

Over the years, I have gained numerous qualifications, including The Chartered Insurance Institute’s Certified Financial Planner status, along the way.

In 1995, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Senior Partner Practice of St. James's Place as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Outside of my working life, I live in Waltham St. Lawrence, Berkshire, with my wife Christine and my two sons. In my spare time I enjoy going to the coast and mountain biking

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

R & M Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC363687 Registered Office: Durlstone Milley Road, Waltham St Lawrence, Reading, Berkshire, RG10 0JR.