Simon McKernan

Job Title: Independent Financial Adviser


Tel: 07795 463472

Qualifications: DipPFS, CeMAP
Location: Surrey, and surrounding areas
Specialisms: Investments, retirement planning, mortgages, protection

Simon McKernan is an Independent Financial Adviser, able to help the whole family with their every financial need. Based in Surrey, Simon works face to face with clients in the South East, as well as remotely all around the UK.

Fully qualified with a DipPFS and CeMAP, Simon is working towards advanced qualifications and has more than six years’ experience in finance and wealth management.

Simon is a generalist adviser, able to help clients with all aspects of finances from inheritance tax (IHT) and pensions to mortgages and protection. This allows Simon to operate as a “family office”, advising across generations on everything from first home purchase to retirement planning.

Prior to working as a financial adviser, Simon has experience in investment banking and wealth management for major firms. Outside the office, he enjoys spending his downtime with his family and brushing up on his golf skills.

Get in touch with Simon by phone: 07795 463472 or send him an email to:

Simon can help you with:

  • Mortgages
  • Protection
  • Inheritance tax planning
  • Pension advice
  • Retirement planning
  • Investments
  • Savings

The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

Download our guides: 

Leaving an Inheritance Guide

Download your copy

Retirement Planning Guide

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Investing Guide

Download your copy

If you have an investment enquiry, please complete and submit the form below and Simon will be in touch.

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