Simon Trebble

Financial Planner, Partner

Simon works across a broad range of clients dealing with professionals and business owners. He works with clients to help them realise their prioritises and goals. He is adept at using cash flow planning to assist clients in achieving their desired lifestyle without the fear of running out of money. Simon also works closely with other professionals in assisting clients with estate planning. 

Simon joined Saltus in 2022 after spending 18 years in the financial services industry. He began his career in accountancy and, in 2011, moved to Pilgrim Financial Planning, where he started as a paraplanner before transitioning to 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.