About Our Adviser

Simon has more than 35 years experience in financial services and during this time he has obtained a wide range of additional qualifications.
  • BA(hons) Economics
  • Full Financial planning certificate
  • Advanced Financial planning certificate (AFPC/Level 4)
  • Personal Finance Society Diploma ( Dip/PFS) comprising:-
    • Taxation & Trusts (G10)
    • Personal Investment Planning (G20)
    • Pensions ( G60)
  • IFS Certificate in Mortgage advice & practice
  • IFS Certificate in Regulated Equity release (level3)
  • IFS Certificate in Equity release solutions
  • IFS Certificate in Lifetime Mortgage Advice
Incremental or equivalent qualifications/designations held by IFA:

AFPC - Advanced Financial Planning Certificate (CII) 
Dip PFS - Personal Finance Society Diploma (PFS) 
G10 - Taxation and Trusts (CII) 
G20 - Personal Investment Planning (CII)
G60 - Pensions (CII)

Further information:

Simon Cross Associates Ltd is a well established local firm offering the full range of financial planning services as well as specialising in long term investment, retirement planning, and sensible mortgage advice.