Simon Walmisley

Simon is one of our Financial Advisors and has a passion for helping his clients manage their money more effectively. Simon's dedication to our clients is evident through his substantial ownership stake in Strategic. His strong analytical skills and ability to identify and optimise investment opportunities keep​Strategic's clients' portfolios focused. Mentored by Michael, Simon is poised to lead Strategic into its next phase of growth. The insights gained from managing a successful business and expanding his investment portfolio go beyond mere theory - practical application is key. Simon assists clients in navigating the investment process by laying out the various available strategies.