Simon has been a financial adviser all his working life – now over 40 years. Before Talis Simon spent 12 years with SunLife of Canada. Between 2000 and 2003 Simon was Chief Executive of fully listed national IFA businesses Berkeley Independent Advisers and Berry Birch & Noble Advisers.
Simon is a specialist financial planner and works with corporate and private clients, charities and trusts at all levels – he still really enjoys helping people deal with their financial concerns.