Simon Ludden - Financial Planning Manager

Areas of Specialism

Providing advice on financial matters to individuals and companies, particularly in the areas of:
Investment, pensions, life cover and tax planning.

Career

Simon Ludden has over 20 years' experience in financial services. He advises on most areas of main stream investment on and offshore, the major exception being direct equities. As a financial adviser, Simon pays particular attention to clients’ attitude to risk and their tax position.

He also undertakes full financial planning advice for companies and individuals, specialising in pensions and savings as well as protection against untimely death and incapacity.

Simon has experience in tax mitigation and sheltering schemes.

G 60 qualified to provide advice on corporate pensions including transfers.