Simon Wade

Prior to starting my career in financial services I worked in Accountancy, gaining Management Accounts experience, producing MI for the board of directors. This time in industry helped me understand the challenges business’s face.

I first joined St. James's Place through another Practice eight years ago where I grew and developed my client bank before joining Gallimore Wealth Management in August 2025 as I recognised the professionalism and high standards the team uphold every day.

I support my clients by providing them with a holistic service covering investment planning, retirement planning, protection planning and inheritance tax planning. This can relate to them individually and their business as many of my clients are business owners and contractors. Life can be full of many twists and turns along the way however my ongoing service with my clients aims to ensure their financial goals are always in focus and kept on track.

In my personal time I enjoy; athletics, cycling, golf and motorsport.

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.

Gallimore Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC432633 Registered Office: Brookleigh, Milley Road, Waltham St Lawrence, Berkshire, RG10 0JR.