Simon Attewell - Financial Adviser

03/03/2026

💼 Trusted Financial Advice – Helping You Plan with Confidence

Making the right financial decisions can feel overwhelming — whether you're buying a home, protecting your family, or planning for retirement. That’s where I can help.

As a Financial Adviser, I provide clear, tailored advice in the following areas:

🏡 Mortgages – First-time buyers, remortgages, buy-to-let & more
🛡 Protection – Life insurance, critical illness cover & income protection
📈 Investments – Helping you grow your wealth with a long-term strategy
🧾 Inheritance Tax (IHT) Planning – Structuring your affairs efficiently for future generations
🔎 Pension Tracing – Lost track of old workplace pensions? I can help locate and review them
📊 Full Pension Advice – Pension consolidation, retirement planning, drawdown strategies, tax-efficient withdrawals, and ensuring your pension works for you both now and in retirement

Financial planning isn’t just about products — it’s about building a strategy that fits your goals, your family, and your future.

If you’d like a confidential, no-obligation conversation about your finances, feel free to message me directly.

Let’s make your money work smarter.

02/01/2025

As we step into the new year, it's the perfect time to take charge of your financial future. I specialize in providing expert reviews of mortgages, pensions, protection, and investments to ensure you’re on the right track for a prosperous year ahead.

🔍 My Services Include:

Comprehensive Mortgage Reviews

Pension Planning and Advice

Protection Solutions Tailored to You

Smart Investment Strategies

💡 Why Choose Me? I am dedicated to helping you make informed decisions. Whether you're a first-time home-buyer, reviewing your existing mortgage or moving home, planning for retirement, or looking to safeguard your wealth, I have got you covered.

🌟 New Year, New Goals! Start 2025 with confidence and clarity. Let’s make this year the best yet for your financial well-being.

📞 Get in Touch: Contact me today to schedule a consultation and discover how we i help you achieve your financial goals.

10/12/2024

Have you reviewed you retirement planning recently?

Do you have pensions you need help tracing?

Do you have protection policies you haven't reviewed in a while? Or do you feel you need more help with this.

Please get in contact for a free consultation and i will be happy to help with any of you financial needs.

Please get on contact with me on 07917 547077 or email me at [email protected] or you can message me on here.

21/02/2024

Thank you to everyone who shared my page at the weekend. It really helps my business and i really appreciate it.

Spending this week reviewing several pensions and setting up new pensions for self employed individuals.

If you would like to review your retirement provisions or want to know more about pensions please contact me for a free consultation.

Send a message to learn more

17/02/2024

Taking the weekend to reflect on some great results this week:

* Helped a couple in their early 50's buy their first home, something they thought they could never do.

* Protected a young family against all eventualities so they can stay in control of their finances if the worst happens.

* Helped an individual retire early by simplifying all his pensions and making them easier to understand and work better for him.

* Helped 2 young self employed individuals start their own pensions.

Remember it is never too late to start planning for your future or moving house or buying your first home.

Please DM me to arrange a free consultation.

Simon

23/09/2023

Food for thought over the weekend.

Car Insurance £100 per month
Home Insurance £40 per month
Pet Insurance £30 per month
Phone and TV Insurance £20
Life Insurance £0

Which one can you not replace?

Think about it and get in touch if you want to talk to me about protection.

28/07/2023

Another successful week. This weeks achievements:

* Several old work placed Pensions Traced.
* Mortgages ported to new properties to continue favourable rate.
* Provided 2 clients with protection for them and their families.

If you need some help or advice with any of your financial needs please feel free to contact me on here anytime, i will be more than happy to help.

Simon

28/04/2023

Have you got enough life cover?

Do you pay for a policy and have no idea what you're paying for?

Do you remember what you bought it for?

Review your life insurance now and don't be that person that left it too late. Message me now for a free review. Don't be that person who leaves it too long.

24/04/2023

Helped a couple get some peace of mind for their family by making sure they had the correct amount of protection in place to ensure they remain in control of their finances should the worst happen.

Also made sure we sorted some up to date wills for them.

Have you reviewed your protection? Do you have a will in place?

If not please feel free to message me anytime.

Simon