Simon White

Financial Planner

Reviews and Ratings for Financial adviser Simon White, Portsmouth

Certified Professional in Financial Advice

Simon’s role at Lawrence Clarke

Simon has more than 25 years of experience as a financial planner, specialising in working with individuals and business owners. He excels in estate planning, pre- and post-retirement planning, and tax-efficient investing, offering clients expert guidance and tailored financial solutions.

The information you need to know

Here's Simon’s...

FCA Register Qualifications

Qualifications

  • FRSE (Financial Services, Regulation and Ethics)

    This qualification delivers a comprehensive introduction to the UK financial services and focuses on the environment, key components and interrelationships of the financial system, and legal concepts relevant to retail financial advice. It appears in the apprenticeship standards for the Financial Services Administrator and the Compliance / Risk Officer.

  • AFA (Advanced Financial Advice)

    The unit introduces knowledge and understanding of financial institutions to enable you to identify the different types of service that they provide. It explains the functions and importance of the main components of the monetary and financial system, enabling you to recognise and appreciate the influences on the financial institutions and markets, including financial intermediation and disintermediation. It introduces the concept and nature of risk and factors to the advice process for financial advice and enables you to demonstrate knowledge and understanding of the FCA’s approach to ethical and unethical behaviours and develop understanding of the Code of Ethics.

  • CeMAP (Certificate in Mortgage Advice and Practice)

    The industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and how to effectively apply this when advising a customer.

  • DipFA (Diploma for Financial Advisers)

    The Diploma is the high-quality route to meet the standards required for providing financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding and the practical skills to apply in practice.
Statement Of Professional Standing

When Simon isn’t working

Simon enjoys long walks with his two-year-old dog Harvey and is happily married to Amanda. In his free time, he indulges in gardening and loves cooking new cuisines, often sharing his culinary creations with friends and family.

Simon in the spotlight

Where is your favourite location in the world?

The Greek islands.

What's a talent or skill you possess that not many people know about?

I played team darts for more than 20 years, both at home and abroad.

What do you love most about your job?

Working as part of a team, saving clients tax, and giving clients peace of mind.

What’s your proudest moment as a financial planner?

Each time I receive a kind message from clients I’ve helped.

Call us.
Drop us an email.
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.

    abrdn Wrap
    Privacy policy
    Cookies policy
    Fair value statement
    If you have a complaint

    Pavilion 2

    Little Park Farm Road

    Segensworth West

    Fareham

    Hampshire
    PO15 5TD

    01489 505200