Simon Carlin – BA DipPFS DipPMI

November 20, 2018 1:43 pm Published by

Simon has 30 years experience in financial services and so is highly skilled in his profession. He provides independent financial planning advice to business owners and professionals on their plans for life beyond work. Using cash flow tools he helps clients to see what they can achieve. He then adapts their pensions, savings and investments as required. This often includes investing for social, environmental and ethical concerns. Most clients have an annual meeting so they can amend their plans to reflect life’s changes.

Qualifications

  • 3 A levels in Economics, Latin and Maths
  • BA degree in Economics
  • Diploma from Chartered Insurance Institute
  • Diploma from Pensions Management Institute

Financial Services experience

After A levels Simon took a gap year to work for Royal Insurance in their motor claims team. He then moved to Nottingham to study Economics. Three years later he passed an exam to join Inland Revenue Pension Schemes Office. In the next 4 years he bought his first house, married Heidi and moved to KPMG in Birmingham.

Whilst a trainee pension consultant, he studied with the Pensions Management Institute and the Chartered Insurance Institute. Over those 5 years he also became a dad to 3 special children. And so, with a growing family, it was time to move to a larger home. Simon was headhunted for a financial adviser role at Grant Thornton in Northampton. This widened his experience beyond pensions and enabled a move to Wellingborough. After a couple of years he left to join a smaller firm Moore Stephens. Whilst there he sat more exams to obtain a Diploma in Financial Planning.

Later that same year Simon set up his own business from home called The Lost Coin. He soon moved out to a shared office in a local accountancy practice. In 2009 Simon and Heidi moved south to help Heidi’s parents. The business continued with a new home office. Then in 2012 Simon obtained a Diploma from the Pensions Management Institute. More recently in 2014 he formed a limited company to grow the business further.

Outside of Work

Simon is a Trustee and Treasurer of a local charity, Zion United Church. On a Friday night he walks around the village with Heidi, as part of Zion Street Space. This is a recent youth outreach project.

Simon and Heidi have lived in Frampton Cotterell for ten years, seeing all three children through the same senior school. Their two daughters are away, studying for a Degree in Children’s Nursing, and their son is at home studying for a Diploma in Sound Engineering.

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