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Simon Morgan

Director - Head Of Private Clients

Specialism: Trustees Private Client Trustees

Company: Vistra

Location: St Helier, Jersey

Citywealth rating

4.1
Average: 4.1 (5 votes)
Fee Level:
4
Average: 4 (5 votes)
Quality of Advice
4.2
Average: 4.2 (5 votes)
Communications Skills
4.2
Average: 4.2 (5 votes)
Interpersonal Skills
4
Average: 4 (5 votes)
Leave a star rating & review
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Please make sure you fill in all the fields marked with an asterisk *

Peer review:

Always a pleasure to work with. Very pragmatic and commercial approach. A real trusted adviser.

Beverley Lacey    Lacey Advicates   
23 Dec 2020

Co-worker review:

I have been in the trust business for 35 years and I can honestly say that I have not come across a more professional, hard-working, knowledgable person than Simon. He ticks every box.

21 Dec 2020

Co-worker review:

I have worked with Simon for nearly ten years and he continues to display the highest levels of professionalism and integrity. He has rightly been recognised for his outstanding service to the industry through his appointment as the Chairman of STEP Worldwide and this nomination is further recognition of his dedication to his clients, colleagues and intermediary relationships.

21 Dec 2020

Peer review:

I have had the pleasure of working with Simon for years on highly complex and important client matters and find him to be extremely responsive, detail oriented, client focused and highly professional. It has and continues to be an absolute pleasure to work with Simon and his team.

Sasha Grinberg    Cadwalader, Wickersham & Taft LLP   
01 May 2018

Peer review:

Simon is an outstanding trustee who is relentless in looking after his clients. He has a calm and measured approach in every situation.

01 May 2018

Peer review:

Simon has been professional and approachable in all business dealings that I have had with him to date. I have found him thorough, transparent and articulate, a pleasure to deal with on a personal and business level.

25 Apr 2018

Peer review:

I've known Simon for some years, and appreciate the quality of his advice and decision-making. Also, the unfailing speed of his response, and his immediate in-depth understanding of any commercial issue he's presented with.

Ian Webb    Equus Property Consultants Ltd   
24 Apr 2018

Private client review:

Simon has been looking after my ninety-five-year-old mother's trust for the last three years and it goes from strength to strength. We find him approachable, dependable, patient, quick to respond and we like him.

Margaret May Suen    SPL Holdings SA   
24 Apr 2018

Private client review:

Simon has exceptional interpersonal skills both with clients and his peers. He puts the client at the heart of what he does, a refreshing change when the private client world often seems so focused on the bottom line. His attention to detail and preparation are first class.

Brian Frith    Sole Trader 'G' Class License Holder in Jersey CI   
24 Apr 2018

Peer review:

Simon is a consummate professional and would recommend partnering with him. He is passionate and dedicated and operates with the highest integrity.

23 Apr 2018

Peer review:

Simon is someone I feel I can really trust and rely on for both advice and guidance which provides one with much comfort when is comes to fiscal planning.

23 Apr 2018

Private client review:

Simon is very knowledgeable in what he does and what he doesn't know, he would always find the person who does. He is friendly and approachable and I am always impressed with how quickly he responds to me. Excellent service!

Andrea Milward    Milward Teverini Ltd   
23 Apr 2018

Peer review:

Simon is a dedicated professional who is passionate about meeting and exceeding his client's needs. Throughout our two-and-half-year relationship with Simon, he has been thoughtful and aims to add value to our mutual goals at each opportunity, and often goes out of his way to create opportunities.

23 Apr 2018

Peer review:

Simon is very responsive and extremely good at mobilising resources to meet tight deadlines. His swift actions saved my life in a very recent case.

07 Feb 2018

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

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Simon Morgan currently has no profile.

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2017 

Simon Morgan currently has no Citywealth award

Average client size: Over £25 million

Fixed fee offering: Yes

Vistra

Number of offices globally: More than 5

Simon Morgan currently has no contact details

Simon Morgan is currently in no lists

Peer review:

Always a pleasure to work with. Very pragmatic and commercial approach. A real trusted adviser.

Beverley Lacey    Lacey Advicates   
23 Dec 2020

Co-worker review:

I have been in the trust business for 35 years and I can honestly say that I have not come across a more professional, hard-working, knowledgable person than Simon. He ticks every box.

21 Dec 2020

Co-worker review:

I have worked with Simon for nearly ten years and he continues to display the highest levels of professionalism and integrity. He has rightly been recognised for his outstanding service to the industry through his appointment as the Chairman of STEP Worldwide and this nomination is further recognition of his dedication to his clients, colleagues and intermediary relationships.

21 Dec 2020

Peer review:

I have had the pleasure of working with Simon for years on highly complex and important client matters and find him to be extremely responsive, detail oriented, client focused and highly professional. It has and continues to be an absolute pleasure to work with Simon and his team.

Sasha Grinberg    Cadwalader, Wickersham & Taft LLP   
01 May 2018

Peer review:

Simon is an outstanding trustee who is relentless in looking after his clients. He has a calm and measured approach in every situation.

01 May 2018

Peer review:

Simon has been professional and approachable in all business dealings that I have had with him to date. I have found him thorough, transparent and articulate, a pleasure to deal with on a personal and business level.

25 Apr 2018

Peer review:

I've known Simon for some years, and appreciate the quality of his advice and decision-making. Also, the unfailing speed of his response, and his immediate in-depth understanding of any commercial issue he's presented with.

Ian Webb    Equus Property Consultants Ltd   
24 Apr 2018

Private client review:

Simon has been looking after my ninety-five-year-old mother's trust for the last three years and it goes from strength to strength. We find him approachable, dependable, patient, quick to respond and we like him.

Margaret May Suen    SPL Holdings SA   
24 Apr 2018

Private client review:

Simon has exceptional interpersonal skills both with clients and his peers. He puts the client at the heart of what he does, a refreshing change when the private client world often seems so focused on the bottom line. His attention to detail and preparation are first class.

Brian Frith    Sole Trader 'G' Class License Holder in Jersey CI   
24 Apr 2018

Peer review:

Simon is a consummate professional and would recommend partnering with him. He is passionate and dedicated and operates with the highest integrity.

23 Apr 2018

Peer review:

Simon is someone I feel I can really trust and rely on for both advice and guidance which provides one with much comfort when is comes to fiscal planning.

23 Apr 2018

Private client review:

Simon is very knowledgeable in what he does and what he doesn't know, he would always find the person who does. He is friendly and approachable and I am always impressed with how quickly he responds to me. Excellent service!

Andrea Milward    Milward Teverini Ltd   
23 Apr 2018

Peer review:

Simon is a dedicated professional who is passionate about meeting and exceeding his client's needs. Throughout our two-and-half-year relationship with Simon, he has been thoughtful and aims to add value to our mutual goals at each opportunity, and often goes out of his way to create opportunities.

23 Apr 2018

Peer review:

Simon is very responsive and extremely good at mobilising resources to meet tight deadlines. His swift actions saved my life in a very recent case.

07 Feb 2018

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

Simon Morgan currently has no reviews

Simon Morgan currently has no case studies