Simone Wealth Management

Financial planning and wealth management advice for individuals, families and business owners across southeast England

Maidstone, United KingdomFounded 2024simonewealthmanagement.co.ukWebsite technologies

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Highlights

  • Young companyFounded 2024
  • New on EvolcAdded 2026-11-09

About Simone Wealth Management

Simone Wealth Management is a father-and-son financial planning and wealth management firm founded in 2024. It advises on retirement planning, growing and protecting wealth, and family financial security, tailoring strategies to clients' circumstances.

Its clients include individuals, families and business owners across Kent, East Anglia and the Home Counties. The firm also connects clients with specialist providers for services such as wills, tax advice, legal advice, specialist insurance and corporate lending.

The company is registered in Maidstone, England, and operates as an appointed representative of St. James's Place Wealth Management plc. Its two listed financial advisers are Alessandro Simone and Eros Simone.

Product: Personal financial planning and wealth management advice, with referrals to providers of specialist services.

Jobs at Simone Wealth Management

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Website technologies

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