Simon Brown


Focus: strategic vision of the company

Learning from best business and wealth management practice around the world. Implementing the latest thinking and methods into our client proposition. Wealth Mentoring. I’m the first Certified Wealth Mentor in the UK and work closely with 35 families based in the UK and overseas as well as acting as the Investment Councilor to several trustee bodies.

Active involvement in Strategic Coach, one of the best business owners’ coaching programmes available. This has given me the knowledge and insight to build our business and start to live a life I had only previously dreamed about.

Time with us:

Since 1988


To liberate and empower as many people as possible to reach their maximum potential in life by first having a greater understanding of who they are

Also to:

  • Revolutionise financial advice by helping people understand themselves and others
  • Guide entrepreneurs and professionals to run great businesses, doing what they love and empowering their staff
  • Continue to acquire true wisdom through study and applying practical philosophy
  • Continuously learn through reading about people and business
  • Travel and experience new places and cultures
  • Develop myself and help people of all ages to realise their potential through personal and financial understanding.


To become the leading guide to entrepreneurs, professionals and families in the UK and those with whom I work; to provide clarity of life purpose through self discovery and delivering the financial confidence to underpin this.


To provide people with the necessary behavioural assessment tools and one to one facilitation backed up by reading, financial planning, coaching and mentoring to empower them to have a quality life by improving their relationships and the balance of their life and money.

For my programmes to eventually reach many younger people so they have the guidance earlier to live their dreams and get the direction to realise their full potential.


My family, rugby, skiing, food, philosophy


Associate of the Chartered Insurance Institute

Chartered Financial Planner

Certified Wealth Mentor

Certified Financial Planner


01582 461122