Prior to joining Heartwood in 1999, Simon managed the Northern offices of part of what has now become part of Barclays Wealth. He graduated in economics, and is an associate of the UK Society of Investment Professionals.

Simon is responsible for senior client relationships with emphasis on the investment aspects of retirement planning. He is dual-qualified in both financial planning and investment management.

01892 701786
simon.joyce@heartwoodwealth.com