Simon Dixon
Director - Client Services Division

Simon is a Chartered Tax Adviser and qualified Financial Planner. Prior to joining the organisation in 1998 he worked within the Inland Revenue and as a tax specialist for a London firm of accountants.

Simon heads a team within the Client Services division, and specialises in providing tax and financial advice to high net worth clients with complex affairs, focussing on services for Directors, Investment bankers and other high-earning individuals.  He has particular expertise in employer incentive arrangements and sophisticated Capital Gains Tax, Income Tax and Inheritance Tax planning. 

Direct Line: 01892 701744
Direct Fax: 01892 701802

simon.dixon@heartwoodwealth.com