Simon Player DipPFS

Wealth Management Adviser

I have been an adviser since 2000, am a member of the Personal Finance Society and have been with Helm Godfrey since July 2007. I am also a Helm Godfrey shareholder. In addition to the Cert PFS qualifications, I have completed the industry Pension Simplification, Mortgage Advice Qualification and the Savings and Investments exams.

I provide holistic financial planning which focuses on developing strategies to create and manage individual client’s wealth specialising in family & business protection, investments and pensions advice as well as running a number of employee benefit schemes.

The primary benefit of my services is implementing a financial plan. This is usually achieved by the use of an investment wrap facility, together with reviewing family protection needs to include Wills & Trusts and ensuring that the available tax reliefs and allowances are utilised fully. This also provides time savings and eases the administration of a client’s affairs.

I help clients achieve their financial plan by establishing their attitude to investment risk and ensuring that their investment portfolio is in line with this. A further very important aspect of a client’s investment management is performing a regular review to ensure that the attitude to risk remains the same or amending it as required, and the re-balancing of the investments in order to maintain the appropriate risk level.

Away from the office I have a very understanding and patient wife and two sons aged 19 and 16 for whom I act as a free bank, for the eldest who is at university studying Business Economics, and taxi driver for my youngest. I also enjoy sport, primarily football and golf.

  • Client Testimonials about Simon Player DipPFS
  • "Simon explains clearly why he makes proposals for portfolio changes and how these fit into your risk appetite. His own fee arrangements are very fair and transparent, and he explains where additional fees apply, e.g. for platforms, and those levied by Helm Godfrey on top of the investment managers fees. He also prepares well for review meetings and provides all requisite information and key facts, as required under applicable FCA rules."

    Andrew, a wealth management client

    "Simon listens, understands and then gives quality advice. And chases me up when I need chasing......!"

    Kevin, a wealth management client

    "Simon makes sure he understands your financial and family circumstances well so that major planning issues are addressed in advance and there are no major surprises as they approach, while keeping an eye on making sure that the basics of ISA, wills etc... are attended too but lesser students of their financial affairs."

    Peter, a wealth management client

    "I feel that Simon really treats me as an individual. He is very patient and will spend as much time as I need to make sure that I understand exactly how my money is being invested and that I am happy with any decisions we choose to make. He always takes time to answer my questions fully and listens to any concerns I may have. As someone who is inexperienced in investments it is very reassuring to have someone like Simon to help and advise me."

    Sharon, a wealth management client

    "Simon is very personable, approachable and friendly. Very good at communication, e-mailing updates and details of investments. Took care to explain all the options and give general good advice. Made every possible effort to get the best annuity deal."

    George, a wealth management client

    "Simon has been most helpful, giving expert advice and support. He takes time and care to explain various options and, as I am personally not familiar with the world of finance and investment, this is much appreciated. He is careful to ascertain my attitude to risk and gives regular updates and reminders, e.g. about ISAs. I'd highly recommend Simon."

    Graham, a wealth management client

    "Simon took over a difficult situation because our previous advisor had let us down. He invested a great deal of time and effort in sorting out our affairs, much of which he was not compensated for because of the commitment his company made. We have found Simon to be responsive and easy to do business with. He is prepared to challenge but without being domineering."

    Shaun, a wealth management client

    "I have worked in capital markets for many years and manage my own asset allocation. Simon understands this but is always available if I want to talk through ideas with him. If I decide to take a long-term view on a certain asset class, Simon will recommend the best fund managers in that particular area. Importantly, this includes the fees that the fund manager charges, and the cost of buying and selling. I enjoy my discussions with Simon, in my opinion he is both he is knowledgeable and trustworthy. He is well placed to help anybody through the complicated world of pension planning."

    John, a wealth management client

Profile photo of Simon Player

020 7614 1053

Contact Simon

Helm Godfrey
Marlow House
Lloyds Avenue
London
EC3N 3AA

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