Maple&Rose Wealth Management
Boutique Wealth Manager of the Year - Leicestershire 2026
Simon Daniels is the Founder and Managing Director of Maple & Rose Wealth Management Ltd and has more than 25 years of experience helping individuals, families and business owners make informed financial decisions.
Simon began his career in Canada, where he worked in investment management before returning to the UK and qualifying as a Chartered Member of the Chartered Institute for Securities & Investment (CISI). Throughout his career he has advised clients on retirement planning, pensions, investments, inheritance tax planning, protection and wealth preservation strategies.
As an independent financial adviser, Simon believes that successful financial planning is about far more than selecting investments. His approach focuses on understanding each client's personal goals, family circumstances and long-term aspirations before creating tailored strategies designed to help them achieve financial security and peace of mind.
Simon works closely with professionals, business owners, retirees and families across the UK, providing clear, straightforward advice and ongoing support through all stages of life. He is particularly passionate about helping clients navigate complex financial decisions and creating long-term plans that evolve alongside their changing needs.
Known for his personal approach and commitment to building lasting relationships, Simon combines technical expertise with practical, easy-to-understand advice, ensuring clients feel confident and informed about their financial future.
Outside of work, Simon enjoys spending time with his family, travelling between the UK and Canada, and following football, where he has a particular interest in supporting his children’s sporting and academic ambitions and understanding the development pathways of young elite athletes.
Simon began his career in Canada, where he worked in investment management before returning to the UK and qualifying as a Chartered Member of the Chartered Institute for Securities & Investment (CISI). Throughout his career he has advised clients on retirement planning, pensions, investments, inheritance tax planning, protection and wealth preservation strategies.
As an independent financial adviser, Simon believes that successful financial planning is about far more than selecting investments. His approach focuses on understanding each client's personal goals, family circumstances and long-term aspirations before creating tailored strategies designed to help them achieve financial security and peace of mind.
Simon works closely with professionals, business owners, retirees and families across the UK, providing clear, straightforward advice and ongoing support through all stages of life. He is particularly passionate about helping clients navigate complex financial decisions and creating long-term plans that evolve alongside their changing needs.
Known for his personal approach and commitment to building lasting relationships, Simon combines technical expertise with practical, easy-to-understand advice, ensuring clients feel confident and informed about their financial future.
Outside of work, Simon enjoys spending time with his family, travelling between the UK and Canada, and following football, where he has a particular interest in supporting his children’s sporting and academic ambitions and understanding the development pathways of young elite athletes.