Simon Fettroll
Client Director
My role is to successfully guide my clients towards achieving their goals whilst at the same time, making financial matters that can sometimes be overwhelming and complex, as simple as possible.
Before Templar
After university, Simon spent two years working for the first internet bank investigating credit card fraud, before training to become a financial adviser in 2001 – preferring the face-to-face, personalised approach in looking after people’s finances. Simon joins Templar as Client Director bringing with him a wealth of industry experience from banking (advisory), national wealth management and independent advisory firms, having led financial planning teams delivering successful outcomes to clients.
Inside Templar
Simon is responsible for advising private clients as well as contributing to the future development and running of the firm.
Specialisms
- Advising Private Clients and Professionals.
- Coordinating the legal, taxation and financial aspects of clients affairs.
- Advising on UK and international investment structures.
- Civil High Court regulatory litigation expert witness.
Outside Templar
Simon enjoys various sports (more so watching than playing these days!), travelling to new places and enjoying good local food and wine.
Professional qualifications:
- DipPFS
Experience:
20 Years
Phone:
020 7625 1661