Simon Wright
Trainee Paraplanner
Professionally
As a Trainee Paraplanner at KBA, Simon is an integral part of our financial planning team, working behind the scenes to provide essential support to advisers and clients. Simon’s role involves conducting research, preparing reports, and assisting in the development of tailored financial plans to meet clients’ unique needs.
With a keen eye for detail and a dedication to learning, Simon is building his expertise to ensure he delivers high-quality analysis and support. His commitment to excellence reflects KBA’s mission to provide exceptional service and guidance in all aspects of financial planning.
Personally
Simon loves spending time outdoors, whether it’s cycling, running, or enjoying a leisurely walk. He also has a passion for exploring, from city breaks to weekends in the countryside, and is always up for new adventures when traveling.
When he’s not out and about, Simon enjoys quality time with family and friends, cooking up a nice meal, or dining out to try new foods. He also values meeting new people and building connections, making every experience memorable and meaningful.
