Simon D. Pettengell

Mr. Simon D.
Pettengell is Investment Adviser at IM Asset Management Ltd.
He provides investment and tax mitigation advice to patients of the Court of Protection, personal injury trusts and individuals.
He has over 30 years of financial experience in both banking and financial planning.
Simon is based in Sheffield and covers our Midland and Northern offices.
He initially worked for 17 years with Barclays Bank, where he held a senior position managing the affairs of over 6,000 personal and corporate clients.
This covered the establishment of investments, loans and helping people to manage their finances.
In 1993 he joined a division of American Express where he focused on providing financial advice to fee paying clients.
This covered all aspects of financial planning through a comprehensive and holistic approach.
In 2002 he moved to a national firm of independent financial advisers where he concentrated on providing financial advice in relation to specialist investments and inheritance tax planning for high net worth individuals.