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Simon Tang

BSc (Hons) APFS, Chartered Financial Planner
Welcome to Simon Tang Wealth Management. Our aim is to develop long term relationships, providing advice delivered in a personable yet expert and meaningful way.

About

Simon Tang Wealth Management was established by Simon Tang, a Chartered Financial Planner with over 25 years’ experience working with individuals and small business owners. Originally employed by a bank and then a national firm of IFAs, Simon wanted to have direct influence over the level and quality of service his clients receive and so established his own business in 2012.

At Simon Tang Wealth Management, we believe planning for a secure future, whether for yourself, your family or your business, is one of the most important steps you will ever take. Just as important, especially in light of an ever changing economic landscape, is to regularly review your position to help you achieve your personal and financial objectives.

Our philosophy, therefore, is to develop and foster long term relationships with our clients. We are extremely proud of these relationships which are built on our core values of honesty and integrity, mutual trust and understanding.

Just as important as the service we provide is the advice we deliver. We can help you meet specific goals or areas of need, or work with you to develop a strategic financial plan. Either way, we aim to do this in a professional yet personalised manner, clearly and without jargon.

Outside of work, Simon enjoys spending time with his family, running, and going to the gym. He is a trustee for a local youth football club and sponsors the Newbury Bowling Club.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.
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Testimonials

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Simon has looked after my financial affairs for over 10 years. He has a straight forward approach. He explains clearly both the current and future strategies to ensure the portfolio is maximised. Simon has come through as being the consummate professional with my financial matters as well as c...

Nick White| Retired, Axminster

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 04/03/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.