Simone Wealth Management Ltd

Simone Wealth Management Ltd is a client-focused financial planning and wealth management firm providing regulated financial advice to individuals, families and business owners across Kent, East Anglia, and the Home Counties. As an intergenerational firm ourselves, we like to work with families who want to plan to ensure a successful financial future for their younger people. We specialise in: • personal financial planning • investment management • retirement and pension planning • inheritance tax and estate planning • insurance for personal protection • intergenerational long-term wealth preservation 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 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. The value of your investment can go down as well as up. You could get back less than you invested. Simone Wealth Management Ltd 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). SJP Approved 16/01/2026