Simon Coombes

Simon founded Direct Wealth in May 2017 with nothing but a vision, a small office in Auchenflower, and probably too much coffee. Since then, it’s grown into a thriving business, but one thing hasn’t changed—his passion for helping clients take control of their financial futures.

As a financial advisor, Simon believes in cutting through the jargon and making wealth management simple (or at least, as simple as possible). He knows that financial planning can feel overwhelming, so he’s made it his mission to provide clear, practical advice tailored to each client’s unique goals. No confusing finance talk, just straightforward strategies to help you build and protect your wealth.

An authorised representative (License Number: 459078), Simon takes pride in staying ahead of industry changes, ensuring his clients receive expert advice that meets the highest standards. He’s all about making financial security feel achievable—without the stress.

When he’s not crunching numbers or guiding clients towards financial freedom, Simon is busy with his real full-time job—being a husband to his amazing wife, Talia, and a dad to their little whirlwind, Leo. Life at home is never dull, thanks to their two mini schnauzers, Taco and Nacho, who believe they run the household (and honestly, they might).

If he gets a rare moment to himself, you’ll probably find him attempting to improve his golf game—though Talia might argue that “improving” is a strong word. Balancing family, work, and hobbies isn’t always easy, but Simon wouldn’t have it any other way. And just like in financial planning, he believes life is all about setting goals, having a strategy, and enjoying the journey along the way.