Simon Hamilton

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited. April 2026.

I am a financial planner, focused on helping individuals and families make confident, well-structured decisions about their money in a down-to-earth, straightforward way. With the right plan in place, many people can achieve more than they initially expect—not just financially, but in the life their money supports.

After more than a decade working in the beer industry, I transitioned into financial advice, driven by a long-standing interest in how thoughtful financial planning can shape both wealth and quality of life. My background has given me a strong appreciation for building relationships, understanding people’s individual circumstances and delivering a high standard of personal service.

I work with clients who value clarity, organisation and a considered approach to managing their finances. This includes support with investment strategy, retirement planning and broader financial decisions, always aligned to what matters most to them.

My approach is centred on long-term relationships and a clear understanding of each client’s priorities, values and ambitions. I believe good financial advice should simplify complexity, bring structure to decision-making and give clients confidence about the future.

Having travelled to over 50 countries, I bring a broad perspective and a natural curiosity about people’s lives, experiences and goals. This helps me connect with clients from a wide range of backgrounds and understand the different paths that shape financial decisions.

Outside of work, I enjoy spending time with my young family, exploring our local area by bike or planning our next trip away in the van.

I am also an on-call firefighter with the Scottish Fire and Rescue Service, which I value for its teamwork, practical challenges and the opportunity to contribute to the community.