Simon Holdsworth

With over 30 years of experience in financial services, prior to becoming a Financial Adviser in 2002 I was a fund manager, with time spent living and working in London, Japan, Malaysia and latterly in India with JPMorgan.

Throughout my career I have always believed in thorough research, and a sense of balance, and I believe that these priorities can be equally important to my clients as I work with them to improve and strengthen their financial position.

I am committed to providing in-depth and ongoing financial advice. Key to this objective is to fully understand my clients’ circumstances today and their hopes for tomorrow.

In building simultaneously professional and close relationships with my clients I aim to provide them with significant long term benefits the greatest of which is perhaps that they are confident that they are managing their wealth and income correctly to achieve what is really important to them.

Rebecca and Simon Holdsworth, Duchy Wealth Management
Investment Adviser Firm of the Year 2012