Simon Metcalf brings a relationship-focused approach to financial planning, built on a foundation of hands-on experience with Renaissance Financial through internships and administrative roles before becoming an advisor. His background has given him a strong understanding of the planning process and the value of collaborative client service.
Simon enjoys working with young families, nurses, and business owners, with a focus on building genuine, long-term relationships. He believes transparency and empathy are essential to helping clients feel confident asking questions and making informed financial decisions.
Outside of work, Simon stays active through soccer, pickleball, golf, and travel. He also supports his community through Habitat for Humanity and enjoys meeting new people and building meaningful connections.