Simon Moriarty FPFS, MCSI

What matters most to Simon about working for Hartsfield?

I value Hartsfield’s emphasis on good client outcomes, with the team willing to go above and beyond for our clients. We have a wealth of knowledge and experience within the team, which enables us to bounce numerous ideas off of each other, as after all, financial planning can be considered an art rather than an exact science. Hartsfield also acknowledges that certain personality types are more suited for specific job roles, allowing staff to flourish in roles that are naturally skewed towards their specific personality traits.

What matters most to Simon about his specific role?

I enjoy using my knowledge and experience to ensure we are delivering the best outcome for our clients. Every client is unique in terms of circumstances, needs and objectives, which provides variety and challenge on a day-to-day basis. My role is more of a ‘hands-off’ approach in terms of client contact as my strengths lie in the more technical aspects of financial planning and the majority of my role is centred around technical support for all areas of the business - planning, investment and trustee.

I am committed to staying at the forefront of the financial planning landscape, constantly expanding my knowledge and refining my skills to ensure our clients benefit from the most comprehensive and tailored advice process possible. I embrace the challenge of adapting to an ever-evolving industry and ensuring that my expertise remains relevant and aligned with the evolving needs of our clients. This dedication to lifelong learning is not just a professional imperative; it's a personal passion that drives me to continuously strive for excellence in my field.

My proudest achievement to date was becoming a Chartered Financial Planner with the Personal Finance Society and later securing Fellowship status.

What matters most to Simon outside of work?

Outside of work, I enjoy spending time with my wife and two daughters. I enjoy all things investment related and currently working towards my Chartered Wealth Manager qualification with the Chartered Institute for Securities and Investment (CISI).

I believe that being disciplined is key to getting results in all areas of life and I enjoy getting up early for the gym at least 3 days per week and cycling to and from the office occasionally.

If I were to relax, it will often be some educational content on Youtube or some Playstation 5.