Simon Radley

Simon joined Baker Davies in 2008 and works in the Salisbury office, though his career in independent financial advice dates back to 1994, and before that previous types of role in the industry. Over the years he has built on his exemplary interpersonal skills, offering advice in all areas of financial planning and specialising in investment advice, retirement planning and inheritance tax mitigation.

Simon’s strength lies in developing successful client relationships, over many years, as well as an ability to make technical issues less complicated for clients to understand. Honest, straightforward and friendly, Simon has clients from all walks of life and all different ages, from those just starting out in their working life, up to retirees.

“Many of my clients are either planning for retirement, or are already retired and looking for income to enjoy the fruits of their hard work, but I am also pleased to be advising some of their children now – this shows that I am doing things right. It’s wonderful to see how their lives develop and their families and businesses grow.”

In his spare time, Simon loves spending as much time as he can with his grandson and enjoys cycling and golf in the Wiltshire countryside, when time allows!