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Simon Roberts

Financial Planner

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Office:

Ashbourne

Simon joined Perspective (Foinaven) when they were acquired by Perspective in December 2024.

He has over been in the industry since 1987 and has worked as an IFA for over 24 years. In 2004 Simon established Foinaven, where he has guided his clients through the complexities of financial planning to help them achieve their goals and aspirations. He is committed to a client- focussed approach delivering tailored solutions to both individuals and businesses.

Simon decided to become part of a larger group to enhance his ability to offer clients broader resources, specialist expertise, and innovative solutions while maintaining the personal, relationship-driven approach that has always been valued.

He is currently working towards a long-term care qualification.

What to do if we didn’t get something right

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

Contact

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk