Simon Tipton Wealth Management

Simon Tipton Wealth Management I help individuals, families and businesses with their financial planning needs in a jargon free way

โ—๏ธNew Employee Alert ๐Ÿšจ Ruby Tipton passed her probation up Pendle Hill and is now just acquiring her office equipment af...
18/03/2026

โ—๏ธNew Employee Alert ๐Ÿšจ

Ruby Tipton passed her probation up Pendle Hill and is now just acquiring her office equipment after signing up indefinitely, so more puppy/office dog spam incoming to build me some traction on social media !!

King Charles visited Clitheroe Auction Mart today, where our office is based, so it was an honour to be invited to the e...
09/02/2026

King Charles visited Clitheroe Auction Mart today, where our office is based, so it was an honour to be invited to the event there this morning to celebrate over 100 years of the Mart.

Great to see him advocating the agricultural community on his visit & it has certainly given a positive vibe today.

Didnโ€™t manage to get him booked in for a financial MOT, but more of that to come later this week ๐Ÿ‘€

โœ”๏ธ Delighted to be back at Graham & Brown with a full diary of 121 sessions with their colleagues today.๐Ÿค Iโ€™ve been work...
19/01/2026

โœ”๏ธ Delighted to be back at Graham & Brown with a full diary of 121 sessions with their colleagues today.

๐Ÿค Iโ€™ve been working with G&B since 2023 and itโ€™s refreshing to see how proactive they are in supporting their colleagues.

โ„น๏ธ If any HR professionals or business owners would welcome the offering of drop in sessions and/or financial education sessions for their colleagues then please donโ€™t hesitate to get in touch.

Merry Christmas from me to yours Thanks to all my clients, family and friends in supporting me throughout the year and l...
24/12/2025

Merry Christmas from me to yours

Thanks to all my clients, family and friends in supporting me throughout the year and looking forward to seeing what 2026 has in store ๐Ÿซถ

Todayโ€™s a good dayโ€ฆ1. Itโ€™s not raining 2. New workwear winter collection has been picked up!Shout out to local business ...
19/11/2025

Todayโ€™s a good dayโ€ฆ

1. Itโ€™s not raining
2. New workwear winter collection has been picked up!

Shout out to local business Stitch-It Ltd - Workwear & Embroidery for the fantastic service and quick turnaround on the embroidery and shout out to Clitheroe Auction Mart for allowing my office to have such a fantastic view of Pendle Hill
โ˜€๏ธ ๐Ÿ”๏ธ

07/11/2025

A snippet into some of the things I offer as a financial planner, and a flavour of some of the things Iโ€™ll be talking about going forward.

Initially though, itโ€™s all about getting to know you, what matters most, and what keeps you up at night. From there, weโ€™ll work together on a plan around your needs, looking at things like protection, insurance, estate planning, intergenerational wealth, pensions and retirement planning.

Thereโ€™s a big misconception that financial planning is only for the wealthy, but that couldnโ€™t be further from the truth.

You wouldnโ€™t wait until youโ€™re at peak fitness to see a personal trainer, and the same goes for your finances. Thereโ€™s no judgement, no pressure, and no jargon. Get in touch today for a friendly, no-obligation chat.

Also keen to understand what things people might want to understand more about in terms of financial advice (feel free to comment or message).

Delighted to have recently co-sponsored the recent Harrison Drury quarterly networking event in the Ribble Valley. Thank...
30/10/2025

Delighted to have recently co-sponsored the recent Harrison Drury quarterly networking event in the Ribble Valley. Thanks to Beth & Izzy for organising it and great to catch up with contacts old and new.

My Duckpin bowling hasnโ€™t improved through experienceโ€ฆbut as they say, thereโ€™s always next time! Holmes Mill a fantastic venue as always

21/10/2025

I said when I set up my business 3 years ago I wanted to use socials to educate and reduce stigma around financial advice, so itโ€™s starting now ๐Ÿฅด and Iโ€™m going to be more consistent than I have previously๐Ÿคžand hereโ€™s a reintroduction video and a reminder of what I do.

I help people make sense of their money and want to make financial planning something everyone feels comfortable talking about.

If youโ€™ve got any questions, drop me a message or give me a follow to keep up with my latest content.

17/06/2025

Simon Tipton Wealth Management Ltd is an Appointed Representative of and only represents St Jamesโ€™s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 17/06/2025

Delighted to help Ryan & Sasha on their first house purchase in Longridge and thanks for the kind words- you were fanta...
01/03/2025

Delighted to help Ryan & Sasha on their first house purchase in Longridge and thanks for the kind words- you were fantastic clients to deal with ๐Ÿค

Anyone with any advice needs please get in touch ๐Ÿ“ง

06/02/2025

โญ๐Ÿฎ๐Ÿ‘๐Ÿšœ๐„๐ฏ๐ž๐ง๐ข๐ง๐  ๐’๐ž๐ฆ๐ข๐ง๐š๐ซ๐ฌ ๐Ÿ๐จ๐ซ ๐…๐š๐ซ๐ฆ๐ž๐ซ๐ฌ๐Ÿšœ๐Ÿฎ๐Ÿ‘โญ

๐Ÿ“†๐“๐ก๐ฎ๐ซ๐ฌ๐๐š๐ฒ ๐Ÿ๐ŸŽ๐ญ๐ก ๐…๐ž๐›๐ซ๐ฎ๐š๐ซ๐ฒ
Planning Reform โ€“ Does your land have the potential for development?
๐‹๐ฎ๐ค๐ž ๐๐š๐ง๐ค๐ฌ, ๐‚๐ก๐š๐ซ๐ญ๐ž๐ซ๐ž๐ ๐’๐ฎ๐ซ๐ฏ๐ž๐ฒ๐จ๐ซ๐ฌ

๐Ÿ“†๐“๐ก๐ฎ๐ซ๐ฌ๐๐š๐ฒ ๐Ÿ๐Ÿ•๐ญ๐ก ๐…๐ž๐›๐ซ๐ฎ๐š๐ซ๐ฒ
โ€˜Inheritance Tax & The Family Farmโ€™.
๐‚๐ก๐ซ๐ข๐ฌ๐ญ๐ข๐ง๐ž ๐‘๐ข๐œ๐ก๐š๐ซ๐๐ฌ, ๐Œ๐œ๐๐š๐๐ž ๐‘๐จ๐›๐ž๐ซ๐ญ๐ฌ & ๐’๐ข๐ฆ๐จ๐ง ๐“๐ข๐ฉ๐ญ๐จ๐ง ๐€๐ฌ๐ฌ๐ž๐ญ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ

๐Ÿ“† ๐“๐ก๐ฎ๐ซ๐ฌ๐๐š๐ฒ ๐Ÿ๐Ÿ‘๐ญ๐ก ๐Œ๐š๐ซ๐œ๐ก
โ€˜Succession Planning for Your Farmโ€™
๐–๐š๐ฒ๐ง๐ž ๐„๐ฅ๐ฅ๐ข๐ฌ๐จ๐ง, ๐‡๐š๐ซ๐ซ๐ข๐ฌ๐จ๐ง ๐ƒ๐ซ๐ฎ๐ซ๐ฒ ๐’๐จ๐ฅ๐ข๐œ๐ข๐ญ๐จ๐ซ๐ฌ

๐Ÿ“†๐“๐ก๐ฎ๐ซ๐ฌ๐๐š๐ฒ ๐Ÿ๐Ÿ•๐ญ๐ก ๐Œ๐š๐ซ๐œ๐ก
โ€˜Cybercrime a real & present threat to farmersโ€™
๐ƒ๐š๐ฏ๐ž ๐’๐ฎ๐Ÿ๐Ÿ๐ข๐ž๐ฅ๐, ๐‹๐š๐ง๐œ๐š๐ฌ๐ก๐ข๐ซ๐ž ๐‚๐จ๐ง๐ฌ๐ญ๐š๐›๐ฎ๐ฅ๐š๐ซ๐ฒ

๐Ÿ“All seminars will be held on Thursday evenings 7.00-8.30pm are free to farmers & customers by booking online www.auctionmart.co.uk/ tickets, or contacting the office beforehand.

Address

Blackburn Technology Management Centre
Blackburn
BB15QB

Telephone

+447472385981

Website

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