Portrait of Simon Carter

Simon Carter

Simon is Head of Technical at Five Wealth, his expertise spans compliance, technical, management and paraplanning. He has over ten years’ experience within IFA environments, having spent five years at Co-operative Financial Services before joining Dewhurst Torevell as a paraplanner in 2012. Simon became Chartered two years later, in 2014. Simon enjoys spending time with his wife Emma and their two young sons, Cassius and Bodie. He also likes fitness, travel and fine dining.

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Recent posts:
MiFID II – A client perspective. Read more
The Residence Nil Rate Band and how it could affect you Read more