Simon grew up in the small valley town of Maesteg, but has lived and worked in Cardiff for over a decade. The path to financial services has been a somewhat winding one for Simon, having worked and gained experience in various sectors and industries, including Hospitality, Motor trade, and Stage Acting, prior to joining Clifton Private Finance in March 2023.

Simon joined as part of our graduate programme and is currently working towards attaining his qualifications as a mortgage adviser.

His current role involves supporting the brokers from an administrative point of view, as well as being the first point of contact for clients and ensuring an open and professional channel of communication is maintained throughout the process.

In his spare time, Simon enjoys playing and watching most sports, particularly football and cricket. He also loves singing, whether that’s as part of a mixed choral group in a more official concert setting, or just with friends on a Welsh Rugby matchday.