Simon Wade
I joined J G Wealth Ltd as a fully qualified financial adviser back in 2017. I help my clients understand and meet their financial objectives by really understanding their current situation and long-term goals. The key areas of advice I focus on are retirement planning, intergenerational wealth planning and corporate clients.
In a previous life I worked in accountancy and MI, in which I spent the majority of my time working closely with company directors, providing me with a great base of knowledge for helping similar clients as a financial adviser. I take great pride in helping people achieve their goals and enjoy providing this service to my clients.
My hometown is Doncaster in South Yorkshire, but I moved down to London in spring of 2017 to join the Practice. Having competed in athletics since the age of eight, I went on to become four-time South Yorkshire 800m Champion by the time I was 17. At which point I was invited to join the GB youth development group for a number of occasions where I trained with the likes of Mo Farah, Michael Rimmer and Tom Lancashire. More recently, I completed my very first triathlon in September 2019, raising money and awareness for Meningitis Now, a charity close to my heart.
J G Wealth Ltd 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.
SJP Approved xx/xx/xxxx
Simon is a member of the Manchester group.