Get to know the people who’ll be supporting you on your financial journey.
Whatever your financial goals, we’re here to help. Get in touch to discuss your plans and how we can support you.
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I have a broad experience of financial planning with over 30 years of experience within the financial services sector during which time I have worked for some of the UK’s leading financial organisations including Nationwide Building Society and Hargreaves Lansdown.
Given concerns that many organisations are now delivering purely a transactional service my commitment to financial services is:
“To provide holistic financial planning and wealth management advice with ongoing face to face service.”
* This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James’s Place.
“Simon Rhodes Brook came highly recommended. That recommendation has been totally justified. He has proven, over a number of years, to be astute, diligent, articulate, knowledgeable and, above all, trustworthy. These qualities are obviously essential, but in Simon Rhodes Brook, they are combined with natural ease, charm and conviviality.”
Alan Beasdale
* Relating to long-term care advice
As a senior financial adviser specialising in retirement planning and wealth management, I combine technical expertise with a genuine passion for helping people take control of their financial futures. With a background in Biomedical Science and an Honours degree in Pharmacology from the University of Liverpool, I bring a unique analytical perspective to financial planning, underpinned by the practical experience of achieving my Diploma in Regulated Financial Planning.
Before entering the world of finance, I spent eight years in the motor industry, a journey that gave me valuable insight into the importance of customer care and communication. I launched my financial planning career through the St. James’s Place Financial Adviser Academy, where I gained not only the required qualifications but also the interpersonal skills to provide holistic, tailored advice. Now as a part-owner of Rhodes Brook Financial, I take immense pride in the business and the long-term relationships we build with our clients. I’m deeply invested, both personally and professionally in the success and satisfaction of those we serve.What sets me apart is my commitment to building meaningful relationships with my clients. I believe that trust, understanding, and rapport are at the heart of financial advice and my goal is to ensure every client feels confident, informed, and supported in every decision they make.
Outside of work, I’m a husband and father of two boys. I’ve completed Ironman races and have a background in competitive bodybuilding, both of which reflect my drive, discipline, and determination to reach ambitious goals.
My mission is to provide clear, personal advice that helps people plan for life and shape their future.
* This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James’s Place.
* Relating to long-term care advice
I am a diploma-qualified Financial Adviser at Rhodes Brook Financial – passionate about delivering clear, tailored advice that genuinely improves my clients’ financial outcomes. Building long-term relationships based on trust, transparency, and understanding sits at the heart of everything I do. I take pride in putting my clients first listening carefully to their goals, concerns, and ambitions, and translating these into practical financial strategies that evolve with them over time.
As a young professional, I bring a fresh perspective to financial planning, alongside a strong commitment to continuous learning and professional development. I believe great advice is not just about numbers, but about empowering people to feel confident and in control of their financial future.
Before moving into financial advice, I achieved a First-Class Honours degree in Neuroscience and Forensic Science from Keele University and studied at the University of North Carolina Wilmington, where I earned a place on the Dean’s List. This academic background has shaped my analytical mindset, attention to detail, and ability to break down complex information into clear, meaningful guidance for clients.
Outside of work, I enjoy staying active through hybrid training, Pilates, and yoga, which helps me maintain focus and balance. I also value spending quality time with family and friends and believe strong relationships both personally and professionally are key to a fulfilling and successful career.
With three years of experience in the finance industry, I currently serve as the Practice Manager at Rhodes Brook Financial Ltd, where I support both clients and advisors in delivering tailored, high-quality financial advice. I hold a Level 2 qualification in Business Administration and am committed to developing my career further with a focus on financial planning.
Known for being helpful, friendly, and approachable, I’m passionate about creating a welcoming environment where individuals feel confident and informed in the financial decisions they’re making. I take pride in ensuring every client receives the service they’re looking for—efficiently, professionally, and with a personal touch.
Outside of work, I enjoy keeping active at the gym, spending quality time with friends and family, and travelling whenever I can.
* This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James’s Place.
* Relating to long-term care advice
I am a Service Adviser at Rhodes Brook Financial and currently part of the St. James’s Place Academy, combining academic study with hands-on experience in practice. This dual role allows me to develop my professional qualifications while supporting clients in real-world financial planning situations, ensuring that my advice is grounded, practical, and aligned with best-practice standards.
I work within Rhodes Brook Financial’s established client-first approach, focusing on building long-term relationships founded on trust, transparency, and in-depth financial knowledge. I strongly believe that financial well-being is a vital component of overall well-being, and by addressing this holistically, I aim to help clients feel more confident, secure, and in control of their financial futures. With a background in the military and regulation, I bring discipline, integrity, and attention to detail to my work, but chose to move into financial services to have a more direct and lasting impact on people’s lives.
Outside of work, I enjoy spending time with my wife and our black Labrador, Sammy. I’m an enthusiastic skier and try to fit in at least one ski trip each year, and I also enjoy scuba diving whenever the opportunity arises.
Penny and Bailey are our beloved Irish Doodles and the unofficial wellness team at our financial advice practice. Penny, the calm and caring older sister, is a natural at offering quiet comfort and cuddles. Bailey, her playful younger sister, is still learning the ropes—but she’s already bringing joy and big-hearted energy to everyone she meets.
In or out of the office, they’re happiest being around people—especially if there are belly rubs involved. Off duty, you’ll find them chasing tennis balls and splashing in the waves at the beach.
This information will only be used to contact you about your request.
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