Simon Cook ACSI Dip PFS
Simon is an Associate of The Chartered Institute for Securities & Investment, the professional body for those committed to the development of the multi-disciplinary profession of financial planning - a professional service for individuals, their families and their businesses who need objective assistance in organising their affairs more readily to achieve their lifestyle and financial objectives. Today's clients have more complex financial requirements and are rapidly seeing the benefits of paying for specialist advice.
Strata Financial Limited
Location: Telford, Shropshire
Position: Managing Director & Financial Planner
Tel: 0333 939 8795
Thirty years in financial services
Simon has been engaged in financial services for over thirty years. He has been practicing as a Financial Planner since 1986 and offers a comprehensive lifestyle financial planning and investment service to his clients, helping them realise their goals with carefully implemented and reviewed strategies and works in conjunction with his clients' other professional advisers.
An innovative process to help clients
Over the years Simon has developed for business owners an innovative process that helps clients be financially well organised. It helps them to control the amount of personal and business tax paid, creates wealth inside and outside the business and plans the owner's desired lifestyle.
Simon has a Diploma in Business Studies. He also holds The Chartered Insurance Institute's Advanced Financial Planning Certificate and is a member of the Personal Finance Society by Diploma which entitles him to use the designatory letters Dip PFS. Specialist subjects include Pensions, Pension Investments, Retirement Options, Taxation and Trusts and The Tax and Legal Aspects of Business. He is committed to professional development evidenced by examination success.
Simon has held positions within Midland Bank, Avco Trust, Sun Alliance and Abbey Life all financial services firms, before becoming an Independent Financial Adviser and Financial Planner. This background has enabled him to enhance his communication skills and advise clients at all levels. All Simon's clients are business owners, members of the professions or successful private individuals.
Simon was born in October 1962 and is married with three adult sons. Simon enjoys a healthy sporting lifestyle in the UK, at his Spanish villa in Monte Pego, Spain and at his apartment in the French ski resort of Courchevel. Simon is a keen golfer, runner, cyclist, tennis player and skier and enjoys these pursuits with all his family. Simon spends somewhere in the region of sixteen weeks per year away from Strata to maintain a well-balanced existence.
Member of the Personal Finance Society by Diploma
Advanced Financial Planning Certificate:
Taxation and Trust;
Tax and Legal Aspects of Business