|Mobile:||+33(0)7 83 28 18 20|
|Office address:||La Roche Sur Yon, 85000|
|Expat since:||2002 (France)|
|Specialist areas:||Anglo/French estate planning and inheritance, savings and investments (Assurance Vie) and retirement planning including UK pension transfers (QROPS and SIPP)|
|Family:||Lives with French Partner. Three grown up children|
|Hobbies:||Running, swimming, gym and cooking|
After gaining a diploma in Business and Finance, Simon first qualified as a Financial Advisor in the UK in 1991 and has been giving cross border financial advice to British clients in France for the last 18 years. During this period he has built up considerable knowledge of French tax efficient investments and inheritance planning and for a period managed his own team of consultants.
In 2002 Simon moved to Brittany for 12 years before moving on to live in the Vendee region where he currently resides. Though based in La Roche Yon he very much enjoys travelling as part of his work and see this as a perk of the job.
In 2018 Simon decided to retake his UK financial exams as well as gaining the Chartered Insurance Institute qualification in Mortgage Advice and Equity release and so now holds the latest UK financial planning qualifications.
In his spare time Simon likes to run, swim and goes to the gym as well as enjoying eating out and spending time with his family.
RECENT REVIEW FOR SIMON VERITY
THE SPECTRUM IFA GROUP FRANCE
In these uncertain economic times, it is important to feel that you are making the best informed decisions.
Simon Verity came at the perfect time for me, at a financial crossroads of deciding how to buy a property in France and also how to secure a better financial future. He is both pragmatic and reassuring, explaining everything in comprehensive terms, and has a natural enthusiasm for financial planning in France having lived in France himself for many years.
Completely approachable with great attention to detail I would highly recommend Simon as a Financial Advisor.