About Us

I have many years’ experience providing practical financial planning advice to people, families and businesses in Hampshire, Wiltshire, Dorset and the surrounding areas.

I provide advice across a wide range of services including retirement planning & financial planning, pensions, investments, savings, protection, auto enrolment and long term care planning. I am committed to putting clients at the heart of everything I do and to developing long-term relationships with my clients. This is achieved by ensuring that I understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

Simon Lipscombe

01794 329417 | 07557 132672

About Simon

Simon Lipscombe FPFS, MBA, MSc
Principal and Chartered Independent Financial Adviser

I’m a chartered Independent Financial Adviser and a Fellow of the Personal Finance Society. I provide independent financial advice to private clients and small businesses. I spent many years as a Financial Adviser before starting Sanctuary Wealth Planning in 2012. I live with my family in Plaitford, near Romsey in Hampshire, a stone’s throw from the New Forest National Park.

With advanced diploma qualifications in Pension Planning, Investment Planning and Personal Tax and Trust Planning and Long Term Care advice I’m able to provide comprehensive holistic advice. I have an MBA (Masters in Business Administration), an MSc and Postgraduate Diploma in Employment Research. We pride ourselves on providing a personalised service for each client. We are determined to provide and maintain quality independent advice and always put the client’s needs first. Initial consultation is always free and no obligation. For a discussion about your needs or concerns or to obtain my Terms and Conditions please call or email me


Want to know more?

Call for a friendly chat on 01794 329 417 or email: simon.lipscombe@sanctuarywealthplanning.co.uk