Simon Dadd
Chartered Financial Planner
Simon’s role at Lawrence Clarke
Simon is a Chartered Financial Planner at Lawrence Clarke, working with clients to make sense of complex financial decisions and long-term planning. He brings a practical, real-world perspective to financial planning, with a strong emphasis on helping clients see the bigger picture and understand how today’s decisions shape their future over time.
His approach centres on building robust, flexible, and tax-efficient strategies shaped around each client’s individual goals, rather than relying on standard or pre-packaged solutions. Simon is known for being thoughtful and principled in his advice, prepared to challenge assumptions and look beyond the obvious answer when it leads to a better outcome for his clients.
The information you need to know
Here's Simon’s...
FCA Register Qualifications Statement Of Professional Standing
When Simon isn’t working
Outside of work, Simon enjoys weight training, walking in nature, and anything involving cars or motorsport, especially early morning drives when the roads are quiet. He also practises mindfulness, which helps him stay clear-headed and focused on both life and work.
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