Shorestone Financial

Shorestone Financial are providers of wealth management solutions to clients from all walks of life, including high net worth individuals, their families and small companies alike. Shorestone helps clients to build and preserve their financial wealth.

Whatever your situation, Shorestone will work closely with you to steer you through life's journey - from early savings, mortgage and family protection to pension and retirement planning, estate preservation and inheritance tax planning. We want to build long-term relationships and provide you with security and peace of mind.

Client focus and excellent service have been the foundations on which our team have built exceptionally strong, trusted and lasting relationships with their clients over many years.

Who we are

Simon Evans, BSc (Hons) DipPFS, Founding Partner and Independent Financial Adviser

Simon began his career in finance in 1990 after graduating from Kingston University. Simon gained considerable knowledge and expertise over 12 years whilst with Chase de Vere in London, meeting and looking after clients from all walks of life. After many years commuting to the City, Simon opted for a greener life and joined a Surrey based company. Five years on, a fortuitous meeting presented an opportunity to establish Shorestone, founded on combined knowledge, skills and considerable experience.

Simon holds the Chartered Insurance Institute Diploma in Financial Planning (DipPFS). He also has specialist qualifications in Taxation and Trusts but is continually looking to develop his knowledge base through continuous professional development. With overseas clients, Simon has an interest in offshore investment planning helping ‘ex-pats’ and UK residents alike.

Since Linda Simmons (Fellow Founding Partner) decided to retire, Simon is very pleased to welcome Ann onboard as a Shorestone Partner.

Simon is married to Louise and has two boys, Toby and Theo. Simon is a keen sportsman with a passion for skiing, snowboarding, paddle boarding, wake-boarding and motor sports. Simon also enjoys photography and gardening.

Ann Gallizzi, DipFA, Partner and Independent Financial Adviser

Ann has worked in financial services since 2005 and has seen the transition of the company through to Shorestone Financial today.

Ann’s training and background is as a Personal Assistant, and after gaining her qualification as a Private Secretary, she worked within both the Public and Private sectors in Central London for ten years before starting a family. As the children became less dependent on her, she returned to the office environment, developing her skills and learning.

Ann recently achieved her qualification as a Financial Adviser, obtaining DipFA status in June 2020. Whilst continuing to work as part of the administration team, she is now fully qualified and authorised to advise clients. She has now joined Simon as a Partner at Shorestone Financial.

Ann is married to Giulio and has two adult sons, Ben and Sam. Her hobbies include DIY, walking, cycling, reading and travel.

Domini Down, Bookkeeper & Accounts Administrator

Domini started her working life in publishing after qualifying from the University of the Arts, London. She became the Production Editor of a busy, London-based, weekly IT publication, managing the editorial production team and co-ordinating editorial copy-flow. After many years scrutinizing copy and layouts against tight print deadlines, she was keen to develop a better family balance and changed direction to retrain in accounts.

Domini is qualified to AAT Level 3 and has worked in the financial services sector since 2016, having previously gained five years of bookkeeping experience as a voluntary charity treasurer.

Domini is married with two active boys, plus a lively Spaniel, all of whom have encouraged her love of getting out for long walks in the glorious Surrey Hills.

Domini has also visited, lived and worked in numerous countries and, given half a chance, would happily pack up a bag and take off for an adventure to unknown destinations.

Sue Denman, Client Services Administrator

Sue has been involved with administration and PA work for private companies since 1975.

Sue ran her own business for 7 years employing over 70 staff and has also been involved with publishing, film and the NHS before finally settling in financial services in 2001.

When not at her desk, Sue is happiest on the move. Either on a tennis court, working out at a zumba dance class or keeping a power hoop moving. After being Chairman of a local tennis club, Sue now referees at junior tennis tournaments and is an independent custody visitor and an invigilator.

Sue is married with two grown up daughters who live in Reigate.

David Wheeler, BSc (Hons) FCCA, Accountant

David has worked as an accountant for many years after graduating from Lancaster University, and qualified as a chartered certified accountant in 1989. He has acted as a personal tax adviser for a range of clients for over 30 years and has an extensive knowledge developed through continuous professional education. He enjoys meeting new clients and getting to understand their needs and advising them on the options available to them.

David is married to Jessie, and in his spare time he is a keen hillwalker, and enjoys travel.

Phil Hall, DipPFS, CAT's Compliance and Training

Phil has worked in the Financial Services profession for over 18 years, starting his career with Pearl Assurance. Later in his career, as an Adviser, Phil specialised in pensions and later life planning. He has been a compliance consultant for over 4 years, currently with CATS (Compliance and Training Solutions).

Phil is qualified to level 4 Diploma.

In his spare time, Phil collects and plays a range of musical instruments having previously been a semi-pro musician. He is a member of MENSA and the Wine Society, enjoys reading and follows Crystal Palace and Tunbridge Wells FC.

Address: 2 The Quarry, Betchworth, Surrey, RH3 7BY, United Kingdom

Phone: +44 (0)1737 844520
Email: admin@shorestone.co.uk