Simon Dadd

Paraplanner

Member of the Personal Finance Society

Simon’s role at Lawrence Clarke

Simon has a diverse professional background, having previously run his own IT and fitness businesses. In his role at Lawrence Clarke, he provides valuable support to financial planners by managing the processes behind the scenes to ensure that advisers can focus on their clients’ needs.

The information you need to know

Here's Simon’s...

Qualifications

Qualifications

  • Cert CII (MP) (Certificate in Mortgage Advice)

    The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

  • Cert CII (ER) (Certificate in Equity Release)

    The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

  • CertPFS (DM, Securities)

    The Level 4 Certificate in Securities Advice and Dealing satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.

  • Level 4 Diploma in Regulated Financial Planning

    This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • CF8 (Certificate in Financial Planning and Long Term Care Insurance)

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

  • R04 (Pensions and Retirement Planning)

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R03 (Personal Taxation)

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R02 (Investment Principles)

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R05 (Financial Protection)

    This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

  • R01 (Financial Services, Regulation and Ethics)

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R06 (Financial Planning Practice)

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • LP2 (Financial Services Products and Solutions)

    This qualification develops knowledge and understanding of customer needs, and how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.

When Simon isn’t working

Simon enjoys an array of hobbies, including walks, weight training, cars and driving, and practising mindfulness.

Simon in the spotlight

What’s your favourite holiday destination?

Somewhere outdoors surrounded by nature.

What three things make your day better?

Family, health and the sunshine.

What are three things you’d like to do in the future?

See the Northern Lights, travel to more remote countries and finish writing the book I’ve started.

What’s the best gift you’ve ever received?

The best things in life are not things, so my best gift would be an experience involving time with loved ones.

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Stop by for a chat.

Contact the team today and discover how we can help you.

    Lawrence Clarke Financial Planning is a trading style of Lawrence Clarke Limited, an appointed representative of Best Practice IFA Group Ltd., registration number 223112, which is authorised and regulated by the Financial Conduct Authority.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

    Lawrence Clarke Limited is registered in England and Wales, no. 3679668.

    Approved by Best Practice IFA Group 19/02/2025.

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    Pavilion 2

    Little Park Farm Road

    Segensworth West

    Fareham

    Hampshire
    PO15 5TD

    01489 505200