Simon Weeks

Founder & Director

Professionally...

Simon started Red 7 Financial Management in order to deliver what he knows to be the most important part of financial planning; spending more time working with his clients and making a real difference to their lives.

After completing an Economics degree in 2000, Simon knew he wanted to work in finance. He started working life at HSBC in a technical pensions role, then moved on to consultancy roles in London. It was here that Simon developed a real desire to start providing proper financial planning advice to clients as a financial adviser.

In 2004 he collaboratively set up a financial planning and accountancy firm, which grew successfully. Simon advised a wide range of business and private clients on financial planning matters, as well as their personal and business tax affairs.

However, as the business grew, he found he was spending less and less time with his clients. Determined to put people first, Simon started Red 7 Financial Management in 2015. He is dedicated to delivering a consistently personal service to each and every client, equipped with the extensive knowledge and experience he has gained in the industry over the past 18 years.

Personally...

Outside work, Simon enjoys playing golf, football and running to keep fit. He can often be found providing a taxi service for his two young daughters, enjoying good food with a glass of red or over at St Mary’s watching Southampton play football.


Importantly...

All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.

You can view Simon’s entry on the FCA Register by clicking here.

You can view Simon’s SPS by clicking here.

Qualifications:
Diploma in Financial Planning
Financial Planning Certificate
Award in Pensions Update
Certificate in Mortgage Advice
Award in Long Term Care Insurance

Examinations:
AF1 - Personal Tax and Trust Planning. This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

CF1 - UK Financial Services, Regulation and Ethics. This examination assesses a knowledge and understanding of the UK financial services industry, the different asset classes and product types plus various rules and legislation governing the UK financial services industry.

CF3 - Financial Protection. This examination assesses a knowledge and understanding of financial protection plans.

CF4 - Retirement Planning. This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF5 - Integrated Financial Planning. This examination assesses ability to apply knowledge of the financial services industry and its regulation.

CF6 - Certificate in Mortgage Advice. This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CF8 - Certificate in Financial Planning and Long-Term Care Insurance. This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

CF9 - Pensions Simplification. This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

FP1 - Financial Services and their Regulation.

FP2 - Protection, Savings and Investment Products.

FP3 - Identifying and Satisfying Client Needs.

G10 - Taxation and Trusts. This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

G60 - Pensions. This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

R08 - Pensions Update. This examination focused on pension reforms and how they affect advice.

What do our clients have to say?