Simon Pigott

A founding member of Swann Financial with over 25 years of Financial experience.

About

Simon is a Partner of Swann Financial and has provided financial advice to his clients since 1995. He holds a Diploma in Financial Planning from the Chartered Insurance Institute. Simon has been with St. James's Place since 2006.

In addition to the provision of estate planning and inheritance tax planning advice, Simon provides a range of services including investment planning advice, planning for retirement and long term care planning.

Simon is passionate about ensuring his clients are treated as individuals and they receive a bespoke personal financial plan. He prides himself in building long lasting professional relationships. His advice is delivered personally and reinforced by St. James's Place who guarantees the suitability of the advice when recommending any of the wealth management services available from companies in the group.

Testimonials

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I have been a client of Swann Financial Consultancy for over thirteen years, and must say, Simon Pigott has provided a fantastic service. He is accessible, friendly, efficient and can always be relied upon. Over the years, I have been very happy in how my Investment Portfolio has been managed. We...

Eamonn Kearns| Banbury
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not a guide to future performance.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Swann Financial is a trading name of Swann Financial Limited. Swann Financial Limited is registered in England and Wales, Number 13817025. Registered Office: 39 South Bar Street, Banbury, Oxfordshire, OX16 9AE.