Simon is a Senior Investment Director, responsible for delivering a bespoke portfolio management service for his clients and their advisers across the UK. A Chartered Fellow of the Chartered Institute for Securities & Investments, with over two decades of experience in wealth management, Simon works closely with individuals, families, trusts, and their advisers to help them achieve their financial goals, protect and grow their wealth, and gain confidence in their financial decisions.  Simon began his investment career with Albert E. Sharp in 2001. After completing his training, he moved back north of the border to work at Brewin Dolphin in Edinburgh, before transferring to Rathbones Edinburgh office in 2006. Simon led the Rathbones Edinburgh office from 2018 – 2025.