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Simon Putt

ACSI, CII (Award)
Senior Financial Advisor

Simon brings nearly 30 years’ experience working in the financial services industry. He spent over 20 years working as a Debt Capital Markets specialist in the City of London and in Dubai, heading regional teams for HSBC, Credit Agricole and BNP Paribas.

After all those years he opted for a change of career and a new challenge, and he entered the more spiritually rewarding arena of financial planning and wealth management. His core philosophy is to be the kind of advisor for his clients that he would always have wanted for himself. This means Simon strives to put a premium on communication, consistency and transparency. Over the years he has worked with expats of many different nationalities and industries, and currently he specialises in US Cross Border Advice for US nationals, US-connected people, and people who have assets in the US. His experience as a holistic financial planner comes from working on products across investments, savings, pension planning, legacy planning and foreign exchange.

Simon holds a Master of Arts degree from the University of Oxford and a Postgraduate Diploma from the London School of Economics. He is an Associate Member of both the Chartered Institute for Securities and Investments and the Chartered Insurance Institute, and he is Series 65 licensed and SEC-registered to act as an Investment Advisor Representative in the United States.

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