Summercourt Wealth Management Limited

Simon Jarratt is the Director of Summercourt Wealth Management Limited and an experienced fully qualified Financial Adviser. He joined the Financial Services industry with Prudential in 1997 and quickly established himself in the industry, moving on to become a team manager at Zurich Assurance Plc by 2000. In 2015 he returned to Prudential Financial Planning and in 2020 made the decision to further develop his career by setting up his own business as a partner of M&G Advice.

Simon offers expert financial advice in all areas of financial planning to meet the needs of a wide range of clients and businesses. In recent years Simon has specialised in investments, pensions and estate planning. 

When meeting new clients, Simon believes it’s important to establish a clear set of realistic objectives that take into consideration all aspects of the clients and their family’s lifestyle and attitudes. Once these objectives are established, he then sets about creating an effective and realistic plan to achieve their goals or ambitions. 

Simon enjoys making his clients feel more confident and in control of their financial position. It’s very rewarding for him to see them achieving their ambitions from plans he’s put in place for them.  

Outside of work, Simon is married to Abi. They live in Ravenshead, Nottingham with three children Lucy, Thomas and Jacob.