Simon's initial career began at BT as project manager overseeing telecoms projects in Eastern European countries on behalf of the European Commission in Brussels. He conducted a team of specialists to design and implement plans to enhance certain countries’ telecoms infrastructures within a given timescale and financial costing.
Simon's career in the financial world began at Barclays Bank in 1994, where he attained a Financial Planning Manager position for Barclays Bank's subsidiary Barclays Life Assurance Company Limited. Simon advised High Net Worth and Corporate clients on Pension, Protection and Investment planning in Oxfordshire.
In November 2001 Simon was invited to join the St. James's Place Partnership and established his own practice called Rushbrooke Associates Limited, where he enjoyed 8 years working with his co-director Carl Evans. Simon has specialist knowledge to advise his clients on the areas of Investment Planning, Retirement Planning, Inheritance Tax Planning, Mortgage Planning and Commercial Finance.
As of January 2010, Simon decided to go on his own and set up The Fletcher Group Limited where, with his team of support staff and financial specialists, he continues practicing in providing specialist advice in the above financial areas.
"Whatever you can do or dream you can, begin it. Boldness has genius, power and magic in it".
- Johann Wolfgang von Goethe
Philip comes to the Practice having worked in financial services for the past 10 years. He gained his experience as an Independent Financial Adviser, Senior Consultant and Partner at three leading Financial Services Companies.
Philip is able to advise you on a wide range of Wealth Management areas including, Pension Planning, Tax Planning, Protection and Investment Planning.
Jon is a highly technical and qualified paraplanner responsible for every aspect of paraplanning, Jon also ensures that everyone works within the regulatory requirements placed upon them.
Paul joined the The Fletcher Group in January as the Professional Connections Relationship Manager. He is an experienced business consultant and brings the right relationship skills to the role to build new lasting connections and develop the existing ones.
Our goal is to provide professional introducers a point of contact that keeps them in the loop of referred business and opens up new opportunities for business development and knowledge exchange. Communication is the key to success and staying in touch is all important.
Jo joined the team in 2012 bringing with her 26 years experience in Financial Services having worked with both personal and corporate clients.
Her interests include spending time with her children and she also enjoy crafting.
Dasha has a lengthy background in customer service which she is very passionate about. Dasha has been with The Fletcher Group since September 2014, originally from Canada, has lived in the UK for over 11 years. Dasha enjoys family time with her two young children.
Jo joined The Fletcher Group in 2015, with a background as a PA at Gloucestershire University and Stockport Health Authority. She has been a volunteer with Riding for Disabled for over 18 years and is currently Chairman of a local group.
Caroline is a Marketing Consultant with The Fletcher Group. She has previously worked at Brewin Dolphin in London for 5 years and has always worked in the Financial Services sector, building a wealth of experience over the past 10 years.
In her spare time Caroline enjoys spending time with her young family and collecting stamps in her passport!