About Me

I'm Simon Hepson, a Financial Adviser at Oxlade Financial. I've been an Adviser since 2013, and have worked in Independent practices since 2018.

In addition to holding the Certified Financial Planner® qualification, I've also completed a Masters in Financial Planning and a Bachelor of Business (Finance).

I'm passionate about providing excellent and highly valuable advice to my clients. I work hard to help them achieve their goals and live their lives to the fullest. I truly listen and take the time to understand their situations, stressors, and desires, so that I can ensure my advice is impactful and relevant for their short, medium, and long-term objectives.

I'm an experienced and highly ethical operator. I mostly work with medical professionals, ambitious working people, and pre-retirees.

In 2022, I was recognised as a Finalist in the ifa Excellence Awards in three categories – Investment Adviser of the Year, Holistic Adviser of the Year, and Client Servicing Individual of the Year.