Simon Heslop serves as the Managing Partner at FSA Wealth Management, where he leverages over 20 years of experience in the financial services industry to guide clients through the complexities of wealth management. Under his leadership, FSA has solidified its reputation as a premier Registered...
Simon Heslop serves as the Managing Partner at FSA Wealth Management, where he leverages over 20 years of experience in the financial services industry to guide clients through the complexities of wealth management. Under his leadership, FSA has solidified its reputation as a premier Registered Investment Advisor firm, renowned for its fee-only services that prioritize independence and objectivity. Simon’s commitment to excellence is evident in his hands-on approach to financial planning, where he crafts bespoke investment strategies and comprehensive financial solutions tailored to the unique needs of individuals, families, and small businesses alike.
At FSA Wealth Management, Simon spearheads key projects that focus on holistic financial planning, encompassing areas such as estate planning, tax optimization, retirement strategies, and risk management. His expertise in these domains allows him to address the multifaceted challenges that wealth brings, ensuring that clients not only meet their financial goals but also secure their legacies for future generations. Simon’s results-driven mindset fosters a collaborative environment where clients feel empowered to make informed decisions about their financial futures.
In addition to his client-facing responsibilities, Simon is dedicated to mentoring the next generation of financial professionals, emphasizing the importance of ethical practices and client-centric service. His leadership not only enhances FSA's operational excellence but also reinforces the firm’s mission to deliver exceptional results, making wealth management a seamless and rewarding experience for all clients. With Simon at the helm, FSA Wealth Management continues to thrive as a trusted partner in navigating the intricate landscape of financial planning.
