We’re independent financial advisers and we specialise in good, solid financial advice backed up with years of experience. Whether it’s personal or for business - we aim to give you independent, clear, jargon-free advice that's right for your circumstances.
Simon Wood-Woolley set up Define to do what he loves doing best. That’s giving specialist, unbiased advice to clients with whom he’s developed long-term relationships. And it’s what he excels at.
Simon’s career has been spent in finance. He joined the retail banking sector after gaining a degree in Business & Finance. Simon is also committed to ongoing learning to continually improve the service Define provides to its clients. As a financial consultant Simon has built trusting, professional relationships, helping clients with their financial planning over the short, medium and long term.
Qualifications: BA Degree Business & Finance; HND Business & Finance; Diploma in Financial Planning (Dip PFS).
Simon is a member of the Personal Finance Society (PFS).
After graduating with a 2:1 BA(hons) in Accounting & Law, Lisa enjoyed a career in Human Resources with the Arcadia Group, specialising in Graduate Recruitment and Management Development. Lisa now works part-time as a PA to Simon Wood-Woolley, as well as being heavily involved with various non-profit committees.