Welcome to Simone Wealth Management

Simone Wealth Management is an intergenerational, father and son business covering the South East and East Anglia. We built it on our shared values, our complementary experience in business and in life, and on a genuine commitment to putting our clients first. By working together we are able to combine different perspectives with a long-term approach that offers our clients continuity, accountability, and the kind of relationships that you can rely on for decades. As a family-run business, trust and integrity sit at the heart of everything we do, and we place real importance on getting to know our clients and their families properly.


We like to work with individuals, families and small business owners who appreciate thoughtful long-term planning, openness and disciplined investing. Our advice is always tailored to your personal circumstances, not driven by a one-size-fits-all model, and we don't use financial jargon - we use language that makes sense to you. Our long-lasting relationships are built through clear communication and strong professional standards, supporting you through life’s ups and downs and the financial changes that come with them. We'll assist you through them and help you to feel confident about your future.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.

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SJP Approved 17/02/2026

The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Simone Wealth Management is registered in England and Wales, Number 15514557. Registered Office: 12 Adbert Drive, East Farleigh, Maidstone , Kent, ME15 0DE.