Having joined the main board in 2013, he was Managing Director of Lycetts Financial Services for 6 years. With over 20 years of experience in the financial sector, he has a wealth of experience and knowledge, and is building a business that focuses on quality service.
Simon is a Chartered Financial Planner, qualified and equipped to provide fully independent, whole of market Financial Advice, Wealth Management and generic tax planning. He was also Head of Compliance and Risk at Lycetts so understands the importance of managing risk and compliance in conjunction with providing a highly personalised service, building long term relationships.
Hedgehope is a beautiful hill in Northumberland, next to Cheviot, its slightly higher neighbour.
But from our business address, and many other locations in North Northumberland, it looks higher than the more well-known next-door mountain. It was also the dominant feature in the vista our founder looked at from his desk when coming up with the plan and ethos for our business.
We also prefer the name; Hedgehope
One of the most important roles in giving financial advice and wealth management is to ‘hedge’ positions and diversify. In a purely financial sense hedge is to safeguard, protect and cover. The definition of hedge is to ‘protect oneself against financial loss or other adverse circumstances’.
Something we strive to give our clients through shrewd and effective financial planning. This is a powerful word that can inspire and move people to improve their situations. Hope is indeed huge.
When helping our clients with the important decisions in their life, we can’t do this on our own.
We will always ask our clients to introduce us to speak to their accountant or solicitor (or whoever else is helping them with the decision). Through collaboration, we feel confident that our clients are getting the best advice for their current situation. By having different views, coming from different experiences and perspectives, our clients will be making decisions knowing they have as much information as possible.
For financial planning to be effective, everyone must know where they stand and what the future looks like. If you are making big life decisions, we want to include your advisers in our meetings and strategy planning.
We are happy to accept instructions directly from professional advisers or engage clients directly. Either way, our team will provide a holistic financial planning service that complements you and we always work hard to ensure that it is easy for you to engage with us.
Financial Planning and Advice
Focused Advice
Financial Planning and Advice – Annual Reviews
Reactive Only Service
For this we can provide the following: