About Simon J. Brown

Simon J. Brown

DipPFS

Simon established Midlands Wealth Management in 2009 and has been providing financial advice for over 25 years. Having worked in private banking and wealth management for a number of high street banks, Simon set up the Practice with a view of creating and maintaining long-term trusted relationships with both personal and business clients, showing distinct quality, integrity and excellence.

About

Simon specialises in all aspects of wealth management from investment planning and retirement planning, right the way though to inheritance tax planning; focusing on helping families protect and preserve their hard earned wealth for future generations. Simon holds the Diploma in Financial Planning (DipPFS) from the Chartered Insurance Institute and has built a practice that has gone from strength to strength, with his existing clients regularly referring on his services to friends and family.

Outside of work Simon enjoys swimming and running, and is an avid supporter of Stoke City, regularly attending matches with friends and family. Simon also enjoys spending well-earned time with his wife and three children.

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

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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.