Home › Financial Planners › Simon Rounce

Based at

Amber River Johnston Financial

Position

Associate Director and Chartered Financial Planner

Serving clients in

Scotland

Simon Rounce

Associate Director and Chartered Financial Planner

Simon is a Fellow of the Personal Finance Society and a Chartered Financial Planner, the gold standard qualification in the financial planning profession. He is also a Defined Benefit Pension Transfer Specialist, having attained the Chartered Insurance Institute’s advanced pensions qualification.

With over 20 years of experience in the financial advice sector, Simon is highly regarded for his extensive knowledge and expertise across the diverse areas of financial planning. He has built a reputation as a trusted adviser who delivers tailored strategies designed to help clients achieve their life goals and aspirations.

Simon takes great pride in crafting financial plans that empower his clients to secure their financial future while fulfilling their ambitions.

Outside of work, Simon enjoys spending quality time with his family and playing golf, balancing his professional success with his personal passions.