Simon Hall BSc (Hons), DipPFS

Managing Director / Financial Adviser / Pension Specialist

Simon Hall is Managing Director of Fortuna Major Financial Planning. Covering Devon & Dorset.

He has been a Financial Adviser since 1988 and a Pension Transfer Specialist since 2001. Simon was previously a scientist having studied Physics at Nottingham University (he got a 2:2) so he approaches problem solving from a very logical and scientific angle.

Having successfully raised 2 children to adulthood though, he also understands the importance of emotion when it comes to financial planning. Just because it is logical to do something doesn't necessarily mean it is easy to do. What Simon will help you to understand is what is most important to you emotionally and then find the best logical solution to enable you to achieve your goals.

"No one plans to fail, but if you don't allow for things not going as you hoped, then you could end up disappointed."  We are not afraid to ask the question "What if?"

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