Having been a Principal and a member of the Board of Management for many years, Simon can really get involved in the client’s business and help to drive things forward. His clients know they can always get hold of him to answer questions or ask advice. His friendly approach means he works well with the whole team which helps to make his involvement a positive experience for all involved.
Simon’s clients vary in size & type from small/medium sized enterprises to large FCA regulated businesses. Simon’s experience covers a wealth of sectors including recruitment, FCA, charities, franchising and finance. He also specialises in the outsourcing of bookkeeping and management accounts to businesses.
He has over 10 years experience in the FCA field and his current FCA clients include owner managed businesses and EIS funds. He has extensive expertise advising FCA regulated businesses such as mortgage companies, brokers, insurance companies and investment companies. He assists clients with all compliance and regulation aspects and undertakes the firm’s FCA audits.
His strengths lie in implementing new accounting systems, sorting out systems and controls, and creating efficiencies in the business.