Simon Dadd

Financial Planner and Paraplanner

Member of the Personal Finance Society

Simon’s role at Lawrence Clarke

Simon is a Financial Planner at Lawrence Clarke, where he helps clients navigate complex financial decisions with clarity, creativity, and confidence. With a background in running businesses across the IT and fitness sectors, Simon brings a fresh perspective to financial planning – combining strategic, big-picture thinking with close attention to the details that make a plan work in practice.

He is committed to building robust, flexible, and tax-efficient strategies that are shaped by each client’s unique goals, not by off-the-shelf solutions. Simon believes in leaving no stone unturned and always doing the right thing, even when it requires going beyond the obvious route.

The information you need to know

Here's Simon’s...

Qualifications

Qualifications

  • Cert CII (MP) (Certificate in Mortgage Advice)

    The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

  • Cert CII (ER) (Certificate in Equity Release)

    The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

  • CertPFS (DM, Securities)

    The Level 4 Certificate in Securities Advice and Dealing satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.

  • Level 4 Diploma in Regulated Financial Planning

    This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • CF8 (Certificate in Financial Planning and Long Term Care Insurance)

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

  • R04 (Pensions and Retirement Planning)

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R03 (Personal Taxation)

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R02 (Investment Principles)

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R05 (Financial Protection)

    This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

  • R01 (Financial Services, Regulation and Ethics)

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R06 (Financial Planning Practice)

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • LP2 (Financial Services Products and Solutions)

    This qualification develops knowledge and understanding of customer needs, and how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.

  • AF4 (Investment Planning)

    This qualification aims to develop in depth financial planning skills related to investments and the management of investment portfolios. 

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.

Simon in the spotlight

What’s your favourite holiday destination?

Anywhere warm, sunny, and surrounded by nature.

What three things make your day better?

Time with people who matter, moving my body in some way and a bit of sunshine.

What are three things you’d like to do in the future?

See the northern lights, spend time travelling and living off-grid and create more space for creative writing

What’s the best gift you’ve ever received?

I tend to value experiences more than things, so the best gifts have been time spent with people I care about.

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Contact the team today and discover how we can help you.

    Lawrence Clarke Financial Planning is a trading style of Lawrence Clarke Limited, an appointed representative of Best Practice IFA Group Ltd., registration number 223112, which is authorised and regulated by the Financial Conduct Authority.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

    Lawrence Clarke Limited is registered in England and Wales, no. 3679668.

    Approved by Best Practice IFA Group 19/02/2025.

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    Pavilion 2

    Little Park Farm Road

    Segensworth West

    Fareham

    Hampshire
    PO15 5TD

    01489 505200
    Lawrence Clarke Financial Planning
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