Simon took his first financial planning exam in 1993 and has been involved within the broad range of financial services ever since. He joined EB Associates Group in 2012 and is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a Pension Transfer Specialist.

Simon is the current Professional Qualifications Officer for the regional committee of the Personal Finance Society and has been a committee member for the last 3 years.

“I believe in striving for ever higher professional and technical standards, allowing us to deliver the highest quality advice for our clients, giving them the best possible outcome.

Simon is married with a daughter and two grandchildren, two dogs and plays regular competitive team tennis and helps coach the tennis club juniors.

Alefa Joined the Financial Services world after completing a Bachelors Degree in Economics and Accounting, and a Masters Degree in Accounting and Financial Analysis, and has kept up his enthusiasm for academia by working towards Chartered Financial Planner status, as well as pursuing a Law qualification. Alefa has been a Level 6 Qualified Pension Transfer Specialist since 2016 focusing on defined and safeguarded benefit advice. Alefa also specializes in Estate Planning and Trusts.

Jamie was always interested in the Financial World from a young age and started his career in a Building Society. After gaining a strong amount of knowledge in the Retail banking sector, he wanted to dive deeper into the depths of Investments and advice; aiding the clients he works with on a more personal level.

Jamie will be working towards a future that contains him becoming a Chartered Financial Planner, where he can really put his clients at the heart of what he does.

In his time outside of working hours, Jamie likes to spend it with his family and friends. He also runs a car club called Abarth Club Essex, of which he is extremely proud.