Gareth Simon
Ward Goodman is very pleased to announce the appointment of Gareth Simon as a Director of Ward Goodman Financial Services.
Gareth joined Ward Goodman in October 2003 following the completion of a Taxation & Law degree and training at a large IFA firm. Gareth has been Ward Goodman’s Financial Services manager for the past three and a half years and on the 1st of January 2012 he was appointed as a Ward Goodman Financial Services Director. His appointment is as a result of his personal development over the years and his proven excellence in financial planning.
Gareth commented on his appointment, “It is a very exciting time for the financial services industry and, with the fantastic team we have at Ward Goodman Financial Services, I believe we are in a great position to maximise the opportunities that are available”.
Gareth is responsible for the investment strategy and developing strategic ventures. Gareth specialises in investment advice and investment based inheritance tax planning solutions and deals with a select number of Wealth Management clients.
Speaking about the appointment, Ward Goodman Financial Services Director, Simon Willcox commented,
“Gareth has worked extremely hard with the team to make Ward Goodman Financial Services one of the best independent financial services Practices in the market place. Testament to this is the fact that revenue has grown by more than 20% each year for the last 10 years. This is no mean feat given the intervening dot com crash and credit crunch. We are very excited to have Gareth ‘on board’ especially given the current range of exciting opportunities we are developing for our commercial and personal clients”.
With an unrelenting drive for success, Gareth is eager to utilise his core skills and is keen to continue to build the success of Ward Goodman Financial Services, train and develop the talent which already exists within the team and enhance their service offerings to clients.
Directors and staff at Ward Goodman welcome Gareth’s appointment. His expertise will continue to prove to be invaluable to the firm, clients and future clients of Ward Goodman Financial Services.
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