Simon Latham Bsc CeFA CeMAP.  Director, Footpath Financial LimitedSimon
Simon was educated at Yale University in New Haven, Connecticut and Aston University in Birmingham. He comes to the financial services industry from a career in international sales and marketing.

Simon is a Certified Financial Advisor and a Certified Mortgage Broker. His technical knowledge and experience is complimented by an honours degree in psychology which helps him with the so called “softer” side of the lifestyle financial planning process.

This background has helped Simon recognize that financial planning is about working with people to help them, not in opposition to them by trying to sell them products or services that they cannot see a clear need for. This philosophy is central to the way Footpath Financial does business.

Simon can draw on over 80 years of combined financial planning experience within the group and is assisted by an experienced and professional team of administrators, specialist report writers and para-planners.

He is also ably supported on highly technical cases by Patrick Waller, the founder of the Financial Planning Partnership and Principal of the Group.
Footpath Financial Limited 
independent financial adviser
Home    About Us    Meet the Team    How We Are Paid    Useful Links    Privacy Statement