Simon Bullock

Simon has been advising private clients for more than 27 years; joining Chase de Vere’s graduate training program in 1997 after gaining a BA Hons 2:1 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). He is a Chartered Financial Planner and his role at Mulberry Bow is focused on advising clients and leading the practice.

Simon specialises in acting as a ‘Personal FD’ for entrepreneurs, and he wrote the white paper ‘Pre-exit Planning for Entrepreneurs in the UK’ released by Barclays in January 2015.