Simon Beal

Senior Investment Director

  • Chartered Fellow, Chartered Institute for Securities & Investment

Simon heads the private client investment management team, with day-to-day responsibility for Westminster’s private client, pension, trust and charitable relationships.

Simon joined Westminster Asset Management in September 2021 and was appointed a Director of the firm, bringing 25 years’ experience in private client investment management. He was previously a Senior Investment Director at Brooks Macdonald, a Director at DPZ Capital, and an Investment Manager at HSBC Investments International.

Simon has over 20 years’ experience managing investments for private clients, trusts and charitable relationships, with a particular emphasis on fixed interest. His focus is on disciplined portfolio construction and long-term client relationships across market cycles.

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Simon is a keen traveller.

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Testimonials

  • “I have been a client of Westminster Asset Management since 2020. During all that time I have felt very well looked after and astutely advised by Darren Zaman and Simon Beal and their excellent back-up team. Being a relatively small firm, individual attention to clients’ needs – which is something that is hard to find with bigger firms - and the personal touch and interest in clients circumstances makes the client/advisor relationship a very close one. My investments were tailored to my needs and my life expectancy. The tax angle of my investments was also taken into consideration and an informative and fruitful co-operation developed between my advisors and my tax accountant. We meet on a regular basis and adjust investment policy to changing investment climates.”

    Private Client

  • “My late husband and I have been clients of Westminster Asset Management for several years, during which time I have been consistently impressed with their professionalism, depth of knowledge and decency. Year on year, Mike Langstone and Simon Beal have met our long term objectives, managing the risks with intelligence and pragmatism. They have always made me feel that my portfolio is in very safe and capable hands.”

    Wyndsor Investments