FINANCIAL ADVICE AREAS

Pensions Advice, Investment Advice, Family Protection, Income Protection, Life Cover.

GEOGRAPHICAL AREAS

Countrywide- either in person or via online modes so as to best accommodate clients

ABOUT Simon Green

My initial degree was in Law but I later undertook a Masters degree in Diplomatic Studies and International Relations, writing a dissertation on the economic sanctions applied to Rhodesia 1965-1980 and assessing the success of these.

I have worked in financial services since 2011 and my experience includes providing advice around cashflow, savings, investments, pensions and protection.  I previously worked for a large SIPP/SSAS provider in delivering tailored pension solutions for individuals, families and companies.
 
I pride myself in providing first class holistic advice to clients and ensuring that that their financial affairs are handled with in accordance to their needs and goals, with no stone left unturned in order to provide a complete service and peace of mind.
 
I have a long track record of working with accountants, solicitors, will writers and other professionals to deliver a dovetailed service and the right outcomes for mutual clients.

I am a huge rugby fan and aside from playing the sport, I also enjoy fly fishing as well as growing fruit and vegetables, with my wife, on our allotment.  I am also Treasurer of the University of Leicester Alumni Association.

Testimonials

"Both Nick in the past, and now Simon have been very helpful and knowledgeable in advising how to invest our finances to the best advantage. Simon has been a great help to me since my husband’s death & has been giving me good advice in my finances." - Mrs T. Derbyshire

"Efficient service, regular correspondence, kept up to date on relevant matters and a courteous and approachable financial adviser."- Miss C. Derbyshire

"We have both been very happy with the service and advice that we have received from Ashwood Law, via Spenser Lees and latterly Simon Green. Both of these are extremely personable and a credit to Ashwood Law. We are highly satisfied with the service that we get and would recommend Ashwood Law without reservation. The investments with Ashwood Law have allowed us to achieve a retirement without financial worry. The returns that have been achieved have exceeded anything that we would have got from long term savings plans from high street providers."- Mr & Mrs W.  Nottingham.

"Simon listens to what we have to say, understands our requirements and explains everything clearly.”- Mrs L.  Leicester

"Excellent service from Simon, even when we have contacted him between visits.”- A Eastwood

“Very persistent in achieving the end goal.”-- Mr P.  Leicestershire

“Not having dealt with a financial adviser before, Simon was clear and thorough. He was polite, clean and tidy and happy to go over things as many times as needed, we couldn’t fault him.”- Mrs A.  Leicestershire

“Efficient service, regular correspondence, kept up to date on relevant matters and a courteous and approachable financial adviser.”- Miss C. Derbyshire

“We have both been very happy with the service and advice that we have received from Ashwood Law, via Spenser Lees and latterly Simon Green. Both of these are extremely personable and a credit to Ashwood Law. We are highly satisfied with the service that we get and would recommend Ashwood Law without reservation. The investments with Ashwood Law have allowed us to achieve a retirement without financial worry. The returns that have been achieved have exceeded anything that we would have got from long term savings plans from high street providers.”- Mr & Mrs W. Nottingham

“Simon listens to what we have to say, understands our requirements and explains everything clearly.”- Mrs L. Leicester