Maple&Rose Wealth Management - Home

What we do

Find out more about the services we offer

Pension Planning

Secure your future with the right pension plan - let us guide you to retirement bliss

Investments

Invest in your future - let us help you grow your wealth and achieve financial success

Protection

Protect what matters most - safeguard your families future with our comprehensive protection services

MRWM

A Boutique Family Office Firm

Maple&Rose Wealth Management is a family owned firm. We prides ourselves in managing a limited number of families that we want to accompany in realising their financial potential and achieving their set goals with peace of mind, whilst building a meaningful relationship with us. Our success is our client’s families’ success.

We are proud to be partnered as appointed representative of 2plan Wealth Management who provide us with back office and compliance support among a network of over 650 advisors across the UK with £3 Billion in assets under management making 2Plan one of the biggest independent financial advisory networks in the UK.

Get In Touch

Main Office

19 Pointon Lane
Ashby-de-la-Zouch
Leicestershire

LE65 2RS

Telephone. 07901 172 090

Email. simon.daniels2plan.com

Testimonials

What our clients have to say about their experience with Maple&Rose Wealth Management

Anne S. Leicestershire - January 2025

I can’t recommend Simon and the team at Maple & Rose enough. Simon took the time to really get to know me before making any recommendations and was always happy to explain anything that I didn’t understand. I have always felt an equal partner in our relationship and that I could trust the plans and options proposed. Simon was excellent at ‘thinking outside the box’ as I already had a more traditional portfolio and so needed to diversify without taking too much risk. Take the time to have a chat with Simon if you’re looking to start, grow or diversify your investment portfolio - you won’t regret it!

Jo&Paul A, Norwich - January 2025

We had put off dealing with our finances for too long, as it all felt a bit overwhelming. From our first meeting, Simon made us feel relaxed about the whole process. He took the time to get to know us, find out our financial goals, and then once he had put together proposals for us, he spent time ensuring it was all fully explained and understood by us both. Our only regret is not having found Maple & Rose Wealth Management sooner!

Olivia P, London - January 2025

Simon has been great at spending the time and really listening to my concerns about wanting to get a handle on my finances - and then advising of the next steps. It's been particularly helpful that he's lived in both the UK and Canada, so was able to frame some of his advice in the context I was coming from, which was feeling a bit lost in the UK financial system as a Canadian. He's also provided some great recommendations for me as I've purchased my first place.

Pete M, Nottingham - January 2025

Simon is a clear-speaking financial advisor who takes the time to really get to know his clients. His natural ability to empathise and put his points across using clear, non-jargon language alongside his strong communication style means he excels at what he does. His non-judgmental and trustworthy approach, makes me fortunate to have him as my advisor.

Get In Touch

If you have any questions, please get in touch and once of our team will be happy to help.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.