Simon Gravestock - Financial Adviser

After 6 years as a Lloyd’s broker followed by the obligatory 18 months backpacking around the World, I started my Financial Planning career in March 1990, on the tail of a recession and just before the industry became regulated! Managing to survive this ‘perfect storm’ was the first challenge; but I found my feet and started to grow my business.

My clients usually come to me by way of recommendation and our meetings are relaxed, friendly and professional.

I provide advice to both individuals and small to medium sized businesses to help grow their wealth and reduce their tax burden.

Financial planning is more than just numbers; it’s the people behind the figures that matter and recognising that everyone’s dreams are different. I love seeing a plan come together to deliver on a client’s goal, whether this is buying the house, paying the university fees, being able to retire comfortably or helping someone get back on their feet following a life changing event. Having looked after many of my clients for over 20 years, this is a privilege that I’m increasingly being able to provide.

I deliver straightforward and transparent advice in a simple and convenient way to my clients. The multi-award winning True Potential Technology provides them with access to their investments 24/7 through their iPhone, Tablet or PC, or even iWatch! As a result, you will be better informed, confident and empowered to reach your financial goals and be in greater control of your money.

I live in the Cotswolds with my wife, Yvette, our two children and a menagerie of animals. Apart from being a beautiful part of the country, the location provides me with convenient access to my widespread client base which covers the majority of England south of Nottingham and West of The Wash. When not working, I enjoy the wonderful variety of attractions locally, the fabulous food and drink – especially enjoyed with friends – and am an enthusiastic, if not always melodic, member of a local choir.

If you would like to have an initial, free of charge, meeting please contact me on 07939 542573

Simon Gravestock Financial Adviser

Areas Served

  • Midlands
  • South England
  • South East England
  • London
  • South West England
  • Devon

Simon Gravestock - Financial Adviser

Simon Gravestock - Financial Adviser

After 6 years as a Lloyd’s broker followed by the obligatory 18 months backpacking around the World, I started my Financial Planning career in March 1990, on the tail of a recession and just before the industry became regulated! Managing to survive this ‘perfect storm’ was the first challenge; but I found my feet and started to grow my business.

My clients usually come to me by way of recommendation and our meetings are relaxed, friendly and professional.

I provide advice to both individuals and small to medium sized businesses to help grow their wealth and reduce their tax burden.

Financial planning is more than just numbers; it’s the people behind the figures that matter and recognising that everyone’s dreams are different. I love seeing a plan come together to deliver on a client’s goal, whether this is buying the house, paying the university fees, being able to retire comfortably or helping someone get back on their feet following a life changing event. Having looked after many of my clients for over 20 years, this is a privilege that I’m increasingly being able to provide.

I deliver straightforward and transparent advice in a simple and convenient way to my clients. The multi-award winning True Potential Technology provides them with access to their investments 24/7 through their iPhone, Tablet or PC, or even iWatch! As a result, you will be better informed, confident and empowered to reach your financial goals and be in greater control of your money.

I live in the Cotswolds with my wife, Yvette, our two children and a menagerie of animals. Apart from being a beautiful part of the country, the location provides me with convenient access to my widespread client base which covers the majority of England south of Nottingham and West of The Wash. When not working, I enjoy the wonderful variety of attractions locally, the fabulous food and drink – especially enjoyed with friends – and am an enthusiastic, if not always melodic, member of a local choir.

If you would like to have an initial, free of charge, meeting please contact me on 07939 542573

Areas Served

  • Midlands
  • South England
  • South East England
  • London
  • South West England
  • Devon

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Simon Gravestock - Financial Adviser

"Simon Gravestock has worked as financial adviser to my wife, daughter and me for approximately five years. He came highly recommended from a large firm of lawyers at a point in time when family funds required significant care, attention and management following family deaths and other changing circumstances. In all financial matters and dealings, we have come to know Simon to be honest, trustworthy and clear. He is reliable, up to date with the changing market of financial products and prompt when handling urgent practical matters. He is a very good, patient listener and communicator of both straightforward and more complex financial issues. Simon gives sound, quality advice from his considerable wealth of knowledge, expertise and background professional experience covering savings and investments. He is excellent at explaining financial affairs concisely and with clarity then presenting valid and realistic alternatives and choices for decision-making by the client. This careful presentation and consideration of options through the provision of reliable information and investment performance evidence are central key aspects of his work. They are most reassuring features of Simon’s advice and practice. My family is very fortunate indeed to benefit from Simon’s financial advice and portfolio management."

My clients say...

Simon Gravestock - Financial Adviser

"Simon has consistently provided me with expert advice on the complete range of financial services from mortgages and critical illness through to pensions and inheritance tax planning, for over 25 years. Simon has great insight backed up with both a broad and deep financial knowledge that has proved invaluable to me and my family. I have recommended Simon to many friends and colleagues over the years and they all share my opinion."

My clients say...

Simon Gravestock - Financial Adviser

"Simon has been a gem in my life, through my evolving and ever-changing needs financially and the lifestyle that best suits me. He provides pragmatic solutions, professional advise that personally suits me. Since I've been working with him I much much clearer about the steps I need to take to achieve my goals, he has also made many things attainable for me by breaking down processes and I can honestly say the investment and lifestyle planning he has brought to me has been invaluable. I highly recommend Simon!"

My clients say...

Simon Gravestock - Financial Adviser

"Suddenly finding myself a widow well before I had ever imagined and being thrown into sorting out my late husband’s affairs - business, probate, mortgage on a yet to be completed property renovation abroad, step-children and elderly mother in law to think about whilst also still needing to run my own business - knowing that Simon was there to help me make sense of the process whilst being in my own state of grief cannot be underestimated. At a time when I felt crushed with responsibility, emotional and not able to make sense of much, having Simon by my side, providing well considered, unemotional but factual and supportive guidance on issues that I either did not understand or couldn’t mentally take in was, frankly, lifesaving. I have always hugely valued his integrity, honesty and industry knowledge and, at a time when my world had fallen apart, the need to rely on people that have your back and whom – crucially – you can utterly trust is critical. Simon has - and continues to be – that person, available at all hours to help, guide and assist in carrying some of the burden of sorting out financial affairs and devising a whole new way forward."

My clients say...

Simon Gravestock - Financial Adviser

"I was introduced to Simon by my divorce lawyer at a time when the prospect of managing my own financial future felt very daunting. Simon immediately helped me to prioritize, get the basics in place and from there, build financial security for myself and my children. Simons’ patience and genuine kindness set him apart from other FAs I had been introduced to in those early days, as during a most stressful and distressing time, he would take the time to explain things over and over again, finding whatever analogy it might take for me to grasp various concepts that were so completely new and alien to me. Over the years I have learned a huge amount and, thanks to Simon, now have confidence in my ability to make good financial decisions. I have found Simon to have a wonderful balanced approach with his investment advice; always taking into account my character, interests, lifestyle and aspirations, he absolutely recognizes that decisions are, and should be, driven by a combination of head and heart. Simon has helped me in all aspects of financial planning; income stream, tax planning, property, IHT, CGT, insurance etc and I completely trust Simon, with his vast knowledge and valuable connections, to continue to support me and my family going forward."