Meet... Simon Pockett

Posted on May 15, 2018

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Simon Pockett is yet another long-standing team member at The Goodman Partnership, having been with the firm for over ten years now. When he joined, his role was senior client services co-ordinator. This was mainly administrative, dealing with new business applications and queries and updating the systems.

Five years ago, Simon’s role changed and he moved into the paraplanning team, in a role supporting our financial planners.

“I enjoy being part of the paraplanning team,” says Simon. “We work together, bouncing ideas between us. I might spend two to three days working on one client, understanding whether their existing arrangements are good, bad or indifferent and then whether these meet the client’s specific objectives and requirements. It’s quite a technical role and involves working closely with the financial planners. I cover both pensions and investments, reviewing everything.”

Simon was brought up in West Sussex and still lives in that area with his wife and two young children. He says when he was at school, he didn’t set out to be in finance.

“It was a case of finding a job to pay the rent and I was offered something in Horsham involving pensions admin,” he explains. “But I soon got used to working in that environment and I’ve stuck with it ever since.”

While working for a large national firm of advisers he was made redundant and it was then he saw a role advertised at The Goodman Partnership.

“The opportunity came along at just the right time for me,” he says. “I found the team really welcoming and friendly. Moving from a very large firm to a smaller firm was interesting. I immediately felt more valued as an employee and found I was being thanked more often for the work I was doing.”

He continues: “The Goodman Partnership is incredibly professional and honest and the fact that we are Chartered really endorses that. There’s also a huge amount of knowledge within the team, coupled with experience. The firm has built a great reputation in the marketplace and it’s well deserved.”

When he’s not at work or involved with his family, Simon loves to watch any type of sport, while he plays golf (badly!) and squash and fits in visits to the gym.

He also loves good food and admits he’s got a bit of a reputation for being first on the scene for any homemade cakes and treats which come into the office.

“This is a lovely friendly place to work,” he adds. “There’s also a flexibility here which suits those of us with young families.”

 

 


Goodman Chartered Financial Planners is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd., is authorised and regulated by the Financial Conduct Authority – FRN: 475973 Registered in England and Wales no: 05574120. Part of the Fairstone Group. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk.