Simon Trebble, Financial Planner

Simon Trebble

Having started my career in accountancy, I joined Pilgrim Financial Planning in 2011 as a Paraplanner. Now a Financial Planner, I enjoy working closely with clients to really understand their situation and what is important to them and making their finances work to achieve this.

While working with clients from a range of backgrounds, I often collaborate with other professionals on complex areas such as Trust investments.

Outside of work I enjoy spending time with my wife, Kay, and our two young daughters. Alongside the girls’ ever-growing commitments, we like to visit National Trust properties and attractions like Longleat. There is always a long list of DIY jobs to be completed, too!

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