Simon Trebble
Financial Planner, Partner
Simon works with a diverse range of clients, including professionals and business owners, to help them identify and achieve their financial priorities and goals. Specialising in cash flow planning, Simon assists clients in securing their desired lifestyle while providing peace of mind that they won’t outlive their money. He also collaborates closely with other professionals to offer comprehensive estate planning solutions.
Simon joined Saltus in 2022, bringing with him 18 years of experience in the financial services industry. He began his career in accountancy and, in 2011, moved to Pilgrim Financial Planning, where he initially worked as a paraplanner before transitioning into financial planning.
He holds a Diploma in Financial Planning and is currently working towards achieving Chartered status.
Simon helps clients, particularly professionals and business owners, identify their priorities and achieve their lifestyle goals through effective cash flow planning.
"Simon provides great communication and advice. As nervous investors, we’ve appreciated the excellent customer service he delivers. "
Virginia, Somerset
"Simon takes the time to regularly review our needs and evolving circumstances, refining our pension drawdown strategy on an ongoing basis. Our investment returns have also been encouraging in recent years."
Paul, Somerset
"Simon keeps me regularly informed about my personal investments, general market trends, and key financial news. He helped me work out the best way to manage my pensions and investments both in preparation for retirement and now throughout it."
Nina, Kent
"Simon provides continuity and clear strategic planning advice for both the short and long term. I recently needed guidance regarding retirement, and thanks to his support, everything has fallen into place."
Nicola, Somerset
"We feel our money is in safe hands. Our regular meetings with Simon are always helpful, and having face‑to‑face contact gives us the opportunity to discuss our affairs properly."
Hilary, Somerset
At home...
Simon lives in Wiltshire with his wife and two daughters. Outside of work and studies, Simon spends his time going for walks with the family and watching sports.