About us
Simone Wealth Management Ltd is a father and son company founded in 2024 to put our experience and passion for finance into practice by helping people achieve their life goals. We are a client-focused financial planning and wealth management firm providing financial advice to individuals, families and business owners across Kent, East Anglia, and the Home Counties. As an intergenerational firm ourselves, we work closely with families who want to plan ahead and secure a successful financial future for their children and grandchildren.Our advice is built around your personal goals, helping you make confident financial decisions at every stage of life. At Simone Wealth Management, we believe that great financial advice starts with really understanding you. We take the time to listen, simplify complex financial matters, and create clear, practical strategies tailored to your circumstances: whether you are planning for retirement, growing and protecting your wealth, or ensuring your family’s financial security.
We work with clients who value ongoing financial advice, regular reviews, and a trusted long-term relationship with a professional adviser. Our approach is transparent, personal and focused on delivering real outcomes rather than short-term solutions. If you are looking for a Financial Adviser, wealth planner, or retirement specialist who puts your goals first and offers clarity, continuity and confidence, Simone Wealth Management is here to help.
More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
