About Us

We recognise that each of our clients are unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

The overall aim of Midlands Wealth Management is to assist clients who wish to secure their financial future.

We provide advice in all areas of financial planning including:

  • Pre- and post-retirement planning
  • Building and preserving wealth
  • Protection against sickness and/or death
  • Reducing an inheritance tax liability

At Midlands Wealth Management we aim to keep our clients aware of the most up to date information within the markets, producing Market Bulletins is just one example.

Midlands Wealth Management is a member of the successful St. James's Place Partnership. With advice Guaranteed and the ‘Best of Breed’ approach to both products and services, we believe a high standard of advice will consistently be provided to my clients by adopting this approach.


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Testimonials

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I have known Simon Brown professionally since 2012. He is principled, honest and has always treated me with respect and dignity. His professional credentials are impeccable. The service I have received from Simon and his team has always been timely and exceptional. I would have no problem in recomme...
Katie Tempest |Retired Civil Servant, Pipe Gate

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Midlands Wealth Management Ltd is registered in England and Wales, Number 6758934. Registered Office: Suite C1 Conway House, Ackhurst Business Park, Foxhole Road, Chorley, Lancashire, PR7 1NY.