Simon joined Citrus Financial from Quilter Financial Planning where he held the position of Senior Marketing Manager. He’s worked within the financial services industry for over 24 years and has built his experience and knowledge from holding a number of roles that specialised in marketing, communications, branding, and PR. Importantly, he has extensive knowledge of the financial advice market having previously held marketing roles with firms including Sedgwicks, Barclays Financial Planning, Positive Solutions, and Quilter Financial Planning.

His role at Citrus Financial includes building awareness of Citrus Financial and making sure our clients receive regular communications and are kept well informed.

Away from the office, Simon’s hobbies tend to revolve around his two boys, including coaching both rugby and football. He sees it as the least he can do, having encouraged them both to support Tottenham Hotspur.