Simon Watkin Financial Planner
Welcome
Simon Watkin Financial Planner is dedicated to helping international investors build wealth through tax-efficient investment strategies and open architecture portfolios.
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We focus on tax optimisation to maximise returns and minimise tax liabilities, provide robust investor protection measures, and offer personalised service with dedicated guidance from Simon Watkin, an experienced financial advisor.
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With over 15 years of experience and certified under The Chartered Institute for Securities & Investment (The CISI) I can help achieve your financial goals.
About Me
Choosing the right financial advisor is one of the most critical decisions you can make for your financial future. With a 16-year proven track record of guiding clients toward their financial goals, I bring not just expertise, but a personalized approach tailored to your unique needs. My commitment to you is understanding your aspirations, risk tolerance, and long-term objectives to create strategies that truly work for you.
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Whether you're planning for retirement, managing investments, or looking to build generational wealth, I offer clear, actionable advice backed by in-depth analysis. Financial planning isn’t just about growing wealth—it’s about securing peace of mind. I pride myself on building lasting relationships based on trust, open communication, and measurable results. When you choose me as your financial advisor, you’re not just getting a service; you’re gaining a committed partner who genuinely cares about your success.
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Let’s work together to turn your financial goals into reality. Your future deserves nothing less.
Connect with me on LinkedIn here
Services
I’m committed to providing personalized, transparent, and strategic advice tailored to your unique needs. Please find a list of services I provide below:
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✔ Holistic Financial Planning
✔ Retirement Planning
✔ Children’s Education Plans
✔ Investment Management
✔ Estate Planning
✔ Life Insurance Protection
What I Offer
✅ A clear holistic financial plan to address and achieve both your short & long-term goals
✅I assist you in putting your plan in place and coordinating all of the elements required to make it a success
✅ Ongoing assistance to hold you accountable and make sure you meet your milestones
✅ Peace of mind knowing you’re on track with your goals, allowing you to focus on what's important to you
Do you need help with these topics and are you looking for peace of mind? Book a free consultation below.
Edgar Puch R
Simon perfectly combines the understanding of complex financial markets with simple, clear and trustworthy assessment suitable to your needs.... we have been working together since 2013 and I can´t do anything else than recommend him as your tailored financial advisor.... you won´t regret!
Ryan O'Reilly
Simon has been my financial advisor for over 12 years now in regard to my pension account. During this time his management of both me and my account has been very thorough and professional. He has been very proactive in guiding me through the markets, always taking time to keep me regularly informed in all regards of my account. He encourages regular touch points and dialogue whilst welcoming any questions, of which he is quick to address. He also has a great deal of patience and has a great knack of explaining complex financial matters in a very practical and easy to understand manner. Aside from this he is a very friendly, polite, engaging individual and someone it’s a pleasure to catch up with whenever we chat. A solid guy and I do not hesitate to recommend him for his business acumen and the integrity he brings to the table in all matters concerning my financial investments.
Andrew Brown
Simon has been incredible to work with. He is incredibly knowledgeable in the investment field, specifically when it comes to helping expat teachers! He’s personable, easy to talk to, and great at explaining the intricacies of investing in different markets. I highly recommend Simon , whether you are a teacher or not…if you are an expat, Simon will be able to help you with any of your investment needs.
