Simon Hawkins

Financial planning isn’t just about numbers — it’s about people, their goals, and creating plans that fit real lives. I offer personalised financial advice, whether you need a complete plan or focused guidance on a specific area. My experience covers retirement planning, investments, tax and estate planning, wealth creation, and protecting families and businesses.

I’ve been helping clients since 1995, starting out with major life companies before joining Positive Solutions (now Quilter) in 2007. In 2011, I became a Partner at True Potential Wealth Management, part of the award-winning True Potential group...

Running my own business within this network means I can give clients more flexibility, better value, and a truly personal service.

Over the years, I’ve had the privilege of working with people from all walks of life, building long-term relationships and helping clients across the south coast make confident decisions about their future.

My approach is simple: your goals come first. We’ll review your plan regularly to make sure it stays on track, and with True Potential’s technology you’ll have 24/7 access to see how your money is working for you.

If you’d like a clear, friendly chat about your finances — with no jargon and no cost for the first meeting — I’d love to hear from you.

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