Our Group
Westlain Wealth Management is part of a wider group of businesses that work together to support clients with specialist expertise and services.
Simon Weldon
DipPFS
Simon has been in the financial services industry since 1982 during which time he’s been employed by some of the world’s largest investment houses, as well as some of the smallest.
Most recently, he’s held the position of Chief Executive within an investment group and a firm of financial advisers.
Simon has run Weldons since 2015, his approach to financial planning is centred on building long-term relationships, with a strong focus on understanding each client’s objectives and delivering clear advice aligned to their wider goals. His disciplined process ensures recommendations remain appropriate as circumstances evolve.
He works with a limited number of clients to maintain a high level of personal service and continuity of advice, combining a tailored approach with robust technical oversight and an ongoing focus on keeping clients on track.
Weldons Wealth Management is a division and trading style of Westlain Wealth Management Limited.