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Transition Story: taking charge of your own destiny

As much as a broad understanding of the commercial world will prepare you for a career in wealth management, ‘it’s whether or not you possess a genuine interest in people that will determine your success.’

Simon Roffey’s opinion may surprise those who still associate the sector with a rather more money-driven attitude – an outdated ‘80s cultural stereotype that perhaps still continues to resonate. However, nothing could be further from the truth for Simon who, as an Associate Partner at St. James’s Place Wealth Management, has found ‘a meaningful career helping others who are really in need’.

Simon says: “I am humbled to have worked with such a diverse number of clients – some are often in particularly emotionally vulnerable positions and aren’t sure where to turn for advice.” Indeed, for Simon, one of his proudest moments was helping a Royal Marines amputee, who was unsure of the financial options available to him upon leaving the military.

Diversity of clients

From visiting farmers in Northampton to footballers in Cheshire, Simon enjoys the fact his work is so varied and isn’t limited to London. “I work with everybody from ex-service personnel to divorcees, sports clubs and business owners – there is a wealth of different subject matter to learn because everybody has such different, complex needs.”

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