Simon joined Succession in 2009 and is responsible for the Succession Investment Platform and Investment proposition. This includes the platform’s strategic direction, commercial model and governance structure. Simon also has overall responsibility for the Succession Investment Matrix and chairs the Succession Investment Committee.
Working within the financial services sector for over 20 years holding key positions at Bluefin, St. James’s Place and within the banking sector. He also sits on the TISA Consumer Engagement Policy Council and the UK Platform Group.