NJC Financial Team Intro: Simon Bishop (Pensions)

Not Just Crew: Inspire - Encourage - Support!

Welcome to NJC Financial Team. Finance is one of the biggest items in our postbag, especially pensions and Mortgages. So we have put a team together to help you make sense on what can seem like a very complicated issue, and one that could affect the rest of your life, so it's important to get it right first time. All our experts are ex crew and fully understand the frustations you may be going through. We know we've been there. In this first episode we chat to ex crew member Simon Bishop who specialises in wealth management and pensions (See below for details). Please NOTE: This channel is for advice only. All contributors within the NJC Financial Team give their time voluntary to help you understand the world of finance . All our expects are professionally registered and all do sell their own products, Any sold as a result of this video NJC will receive a small commission. By watching this video you are under no obligation to purchase any of the products mentioned. Simon Bishop NJC Pension Specialist With over 23 years’ experience in the financial services industry, I offer holistic financial planning, and provide a high quality, bespoke client service. Before establishing DWB Wealth Consultancy in 2013, I was a Senior Financial Planner for HBOS (Halifax/Bank of Scotland), where I spent 10 years building a highly respected reputation. Previously I worked as crew for Virgin Atlantic. Simon provides expert advice in all areas of wealth management, and specialise in Investment Planning, Personal Retirement Planning, Business Retirement Planning (Director and employee financial planning), Personal & Business Protection and Inheritance Tax, Trust & Estate Planning. Trusts are not regulated by the Financial Conduct Authority. DWB Wealth Consultancy LLP is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website http://www.sjp.co.uk/products. SJP Approved 27/03/2024 Contact us at: www.notjustcrew.com

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.

Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada