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Simon McCann

Financial Planning Consultant ACSI in Tunbridge Wells

A little bit about Simon

I am a qualified Financial Planning Consultant with Quilter Financial Advisers where I focus on investment and retirement planning for my clients. I’ve worked in three different areas of finance in an almost 30 year career, starting in Asset Management in the late 90s, moving to Investment Banking at the start of the 2000s to Financial Planning with Quilter Financial Advisers. The link between the three is the satisfaction that I get from helping clients achieve their goals. I hold the CISI Level 4 Diploma in Financial Advice as well as the CFA Level 4 Certificate in ESG investing.

Find out more about me below.

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Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Qualifications

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

Location

Simon's location

Tunbridge Wells
Kent
United Kingdom

Nick is located in Tunbridge Wells and South East, and offers expert financial advice to suit your needs.

More about me

I became a Financial Adviser as I see Financial Planning as purposeful work that makes a BIG difference to peoples quality of life in retirement. I’ve worked in finance for just under 30 years but was mostly unaware of tax efficient investment options from my employers, the tax I’d pay in retirement as well as the fees I was paying until I left the City to become a Financial Adviser.

Most of my clients are in the same boat re pension investing when I meet them regardless of the sector that they work in so I mainly help my clients understand how to maximise opportunities, mitigate risks and minimise tax bills when investing for retirement. I like to think that they can outsource their medium to longer term financial worries to me so that they don't have to worry about it on a daily basis. I start with what they imagine retirement to look like and work backwards to deliver a financial outcome as close to their vision as possible.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 05 August 2024.