Simon Pates

Job Title: Financial Adviser

Simon joined the family business in 2001 as Practice Manager, IT Manager and Paraplanner, supporting his father, David Pates.  Simon moved into an advisory position when David retired in 2019 and is now providing our valued clients with financial advice.  In his spare time, Simon enjoys spending time with his three children and two grandchildren, and is a keen modern jazz fan and saxophonist.

Christabel Pates

Job Title: Administrator

Simon’s wife, Chris, works in the business part-time in a support capacity.  Chris’s full time job is as the Science Technician at the local comprehensive school.  In her spare time, Chris plays lead guitar in a local blues band.

Want to know more?

To find out more, please call us on 01458 241327 or email us

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