Simon Wallis-Taylor


Financial Planning Technician


Simon is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth management solutions for our clients and handling client queries. Having worked in the industry for over 20 years, his particular area of focus is cashflow and tax planning. Simon is qualified to Chartered Financial Planner level and a Fellow of the Personal Finance Society and is now working towards achieving Certified Financial Planner status.


  • Advanced Diploma in Financial Planning


  • Chartered Institute for Securities and Investment (CISI)
  • Fellow of the Personal Finance Society (FPFS)
  • The Chartered Insurance Institute (CII)

What do you enjoy about your role?

Helping to find solutions and providing clarity to our clients’ problems so that they can spend their time doing what they love.

What are you passionate about?

When I’m asked what I’m passionate about, it’s really quite simple: spending time with my family. Consequently, the work I do at Fiscal Engineers particularly resonates with me because I want to ensure our clients can spend their time doing what they love rather than worrying about managing their finances. We’re here to do that for them.

What do you like most about working for Fiscal Engineers?

The family feel.

What are your interests?

My family and growing our own veg on our allotment.

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We used to learn about the natural world – now we are learning from the natural world.

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