Simon-Luc Farrow

I am Simon-Luc Farrow, a Financial Planner at Golden Oak Wealth Management. Having recently joined the team, I bring over 15 years of experience in the financial services industry, transitioning from a larger corporate wealth firm. I hold the Level 4 Diploma in Regulated Financial Planning from both the Chartered Insurance Institute (CII) and the London Institute of Banking & Finance (LIBF), and am currently studying towards Chartered status.

This move was driven by a genuine passion for delivering personalised, service-driven solutions and for helping local clients and the community prosper across Stamford, Cambridge, and London. My goal, and that of the wider team, is to provide professional solutions tailored to your unique needs, whether simple or complex.

My work is founded on building long-standing relationships underpinned by a deep understanding of your current and future life goals. I firmly believe that Golden Oak Wealth Management perfectly aligns with both my personal service aspirations and professional standards. By focusing on your financial position in the present, we can create a robust plan that drives financial wellbeing and gives you confidence and peace of mind for the future.

I am passionate about assisting you in the following key ways:

1. Building your wealth for the future: Through sound financial advice, I ensure your wealth is positioned appropriately to provide for you and your family’s future.
2. Protecting you and your loved ones: While none of us like to think about illness or death, effective planning ensures that you and your family are protected in the event of prolonged illness or other unforeseen circumstances.
3. Ensuring a sustained and comfortable retirement: With people living longer, securing a sustainable income throughout retirement is crucial. Effective planning might even enable you to retire sooner than you think.
4. Passing on a legacy: You’ve worked hard to accumulate your wealth. I want to ensure it falls into the hands of those individuals or organisations who matter most to you, in a tax-efficient manner.

Away from work, I live in Stamford with my wonderful family and enjoy spending time with my wife, Emily, who works for the NHS and our young children, Rupert and Ottilie, who love exploring the world when not in one of their numerous clubs or activities. I’m a keen sportsman with a background in high level football and still enjoy keeping active by playing football, golf, Hyrox, and most recently, padel.