Simon Jeffries

Simon Jeffries

Managing Director

Simon is a serial entrepreneur, who is passionate about Lifestyle Financial Mentoring. He also has a keen interest in the business development of Data Science (Big Data), is the Founder/Owner of a Property Investment Company and, a Franchise Partner at Platinum Property Partners. Being a battle hardened ex-City professional, with over 30 years’ of management, equity sales and sales trading experience in several well-known Financial Service institutions, he has, over the past 10 years, also built a property portfolio using multiple different strategies. What he loves to do is make a real difference to people’s lives. Sporting activities include tennis, golf and clay pigeon shooting.

simon@assetwealthcreation.com

David Wilson

David Wilson

Operations Manager

David is a highly accomplished professional with 19 years’ experience working within the investment industry. He has significant expertise in researching and analysing data to provide valuable insight and financial advice to investment managers and extensive knowledge of a wide range of sectors including banks, construction, motorways, maritime, hotel and leisure. He has also developed recognition as a subject matter expert and established high performing equity research teams ensuring best practices are adhered to and supporting the development of investment related business. In his spare time, David enjoys writing books, performing as an actor in local drama groups and coaching rugby at Dorking Rugby Club.

david@assetwealthcreation.com

Simon Jeffries

Simon Jeffries

Managing Director

Simon is a serial entrepreneur, who is passionate about Lifestyle Financial Mentoring. He also has a keen interest in the business development of Data Science (Big Data), is the Founder/Owner of a Property Investment Company and, a Franchise Partner at Platinum Property Partners. Being a battle hardened ex-City professional, with over 30 years’ of management, equity sales and sales trading experience in several well-known Financial Service institutions, he has, over the past 10 years, also built a property portfolio using multiple different strategies. What he loves to do is make a real difference to people’s lives. Sporting activities include tennis, golf and clay pigeon shooting.

simon@assetwealthcreation.com

David Wilson

David Wilson

Operations Manager

David is a highly accomplished professional with 19 years’ experience working within the investment industry. He has significant expertise in researching and analysing data to provide valuable insight and financial advice to investment managers and extensive knowledge of a wide range of sectors including banks, construction, motorways, maritime, hotel and leisure. He has also developed recognition as a subject matter expert and established high performing equity research teams ensuring best practices are adhered to and supporting the development of investment related business. In his spare time, David enjoys writing books, performing as an actor in local drama groups and coaching rugby at Dorking Rugby Club.

david@assetwealthcreation.com