Simon Bullock

Simon has been advising private clients for nearly 30 years; joining Chase de Vere’s graduate training program in 1997 after gaining a BA Hons 2:1 from Swansea University and an MA from Bristol Business School. He went on to work for Schroders and Barclays Private Bank (where he led the wealth structuring team in London) and is qualified in financial planning to Chartered level. Simon’s role at Mulberry Bow is leading practice development as we expand nationally, coaching the advisory team and chairing our board. He specialises in acting as a ‘Personal FD’ for business owners and wrote the white paper ‘Pre-exit Planning for Entrepreneurs in the UK’ released by Barclays in January 2015.