Simon set up Chapters Capital in July 2019 to create the leading M&A intermediary servicing the UK financial planning profession. Simon is an Associate of the Chartered Institute for Securities and Investments. He specialises in the Wealth Management sector and holds the CISI Certificate in Corporate Finance and the CISI Investment Advice Diploma.
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Simon worked previously as an intermediary and also worked on the buy side for a large national financial advisory firm. The years he spent in these roles gave him a solid foundation in the UK wealth management space, but it also sharpened his view of the right way to do things. This viewpoint was the catalyst for starting Chapters, and since then, Simon has worked on all the deals that Chapters have managed and has gained vast deal experience. Over the last ten years, the deals he has worked on have enabled sellers to unlock hundreds of millions of pounds of capital value. He works on deals of all shapes and sizes and has worked on successfully completed transactions with sale values ranging from £400,000 to £40,000,000.
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His ability to identify and create solutions to the problems buyers and sellers face in transactions has made him the go-to person for the clients he works with. His approach and ethos of always putting the clients first in every decision ensures that the best outcome is found for the parties he works with.
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​Outside of work, Simon enjoys travelling, spending time with friends, playing the piano, and staying active in the gym.