Simon Thompson

Partner

Division: Wealth 

Profile

Experience

  • Raven – Partner – 2024 – present
  • Catalyst Financial Planning – Director – 2019-2024
  • Welby Associates Wealth Management – Financial Planner & Director – 2014-2019
  • Premier Financial Planning – Financial Planner – 2010-2014

Profile

Simon has been delivering financial planning advice to private and corporate clients for almost 15 years. With planning at its core, that is solely focussed on helping clients achieve their goals and financial aspirations and delivered with a focus on technical clarity and independence, he has helped many clients take the necessary actions year-on-year to reach their goals. As a Director of a financial planning business for more than half his career in financial services, Simon has been responsible for ensuring good client outcomes, delivered compliantly, and building long-term relationships that add value.

Qualifications

  • Chartered Insurance Institute – Diploma in Regulated Financial Planning
  • Chartered Insurance Institute – Certificate in Pension Transfer Advice
  • Chartered Insurance Institute – Certificate in Mortgage Advice
  • Chartered Insurance Institute – Certificate in Life and Pensions

Contact

simon.thompson@ravengroup.global

+44 7540 986 076

Our Team

Raven brings together experienced professionals from multiple complementary disciplines to provide our clients with value-adding advice. Our team have experience on a global basis across all our service lines, aligned with a worldwide network and specialist domain knowledge.

Meet Our Team

Craig Holmes


Director

Department: Transactions

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Richard Morrehead


Director

Department: Transactions

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Harry Gallagher


Analyst

Department: Transactions

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Oliver Matthews


Associate Director

Department: Transactions

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Simon Thompson


Director

Department: Wealth

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Jeremy Stewart


Director

Department: Wealth

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Natalie Calder


 

Department: Wealth

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John Haran


Director

Department: Research

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Vicki Chiu


Director

Department: Research

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Ciaran O’Hare


Research Analyst

Department: Research

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Ryan Price


Director

Department: Consulting

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Alison Price


Director

Department: Consulting

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Stephen Gray 


Director

Department: Consulting

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Akvile Kliukaite-Kelly


Junior Consultant

Department: Consulting

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Richard McCarthy


Business Development Manager

Department: Operations

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