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
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.
