Our advisers
Simon John - Financial Planner
Principal
Simon is a seasoned financial adviser with over 30 years of experience, holding the DipFA qualification from The London Institute of Banking & Finance.
He specialises in constructing bespoke investment portfolios, comprehensive tax planning, and pension drawdown strategies, ensuring clients can approach retirement with confidence and clarity.
Simon's expertise extends to estate and inheritance tax planning, helping clients protect and efficiently transfer their wealth to future generations.
With a passion for delivering clear, practical advice, Simon provides tailored solutions which address complex financial needs.
Whether you're planning for retirement, optimising your tax position, or seeking to safeguard your estate, Simon's experience and client-focused approach make him a trusted partner in achieving your financial goals.
Email: simon.john@merchants.uk.com
Olivia Lorincz – Your Multilingual Mortgage & Protection Adviser
Looking to buy your first home or navigate a complex mortgage situation? Olivia is here to guide you every step of the way. Fluent in Romanian, Hungarian, and English, Olivia bridges language barriers to ensure clear communication and a smooth mortgage process for clients from diverse backgrounds.
Why Choose Olivia?
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Extensive expertise in mortgage lending criteria, enabling her to find solutions for even the most challenging cases
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Proven track record of assisting first-time buyers, self-employed applicants, and those with unique financial circumstances.
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Personalized service tailored to your needs, whether you're buying, refinancing, or investing.
- Passionate about helping people achieve their dream of homeownership, with a client-centric approach that makes you feel supported and understood
Olivia's deep knowledge of lender requirements means she can offer sound, practical advice-no matter how complex your situation. She takes pride in helping clients get on the property ladder, making the process transparent, stress-free, and accessible.
Start your journey to homeownership with confidence-connect with Olivia today for expert, multilingual mortgage advice that puts your goals first.
