WFI Financial

Our Advisers

Simon Megson


Simon’s first taste of financial services were taking his exams in 2012. Whilst working in a separate industry, he was offered a way into financial services through a customer, who promised Simon a job upon passing his initial exams. Simon, with no prior experience, impressively passed within a year and started advising in 2013. Simon┬áis currently diploma qualified and working towards Chartered Financial Planner status.

Simon has other business interests in Property and actively supports St Luke’s Hospice as a young ambassador.

Simon and his partner Lauren have a young son named Jacob and all enjoy walks within the Peak District with their dog Wilson. Simon also keeps fit in the gym, plays Golf, enjoys cooking and of course, has a keen interest in Football!


Sheffield Office

WFI House,
2 Queens Road,
Sheffield, South Yorkshire S2 4DG

T: 0114 2758882
F: 0114 2758001

Derby Office

WFI House,
5 Brunel Business Park,
Brunel Parkway,
Pride Park DE24 8HR

T: 01332 296 222
F: 01332 296 333

Lincoln Office

Greetwell Place, Limekiln Way,
Greetwell Road,
Lincoln LN2 4US

T: 01522 548 070
F: 01522 548 071

Grimsby Office

27 Louth Road,
Scartho, Grimsby,
North East Lincolnshire
DN33 2ER

T: 01472 278 800
F: 01472 276 422