From pension reviews to complex retirement planning, we provide our clients with independent advice and Simple solutions to their financial planning challenges. We're featured on VouchedFor, the UK's leading customer review site for financial advisers, mortgage advisers, solicitors and accountants.
As a result, you can be confident that you are dealing with an ethical and professional advice firm. Experts who have your best interests at heart and aren't trying to sell you anything. I needed to generate a relatively large income as I had one child at a private school and two children at university.
As a result, you can be confident that you are dealing with an ethical and professional advice firm. Experts who have your best interests at heart and aren't trying to sell you anything. I needed to generate a relatively large income as I had one child at a private school and two children at university.
Services
That's our approach summed up in a word. We founded Simple Financial Advice to offer an independent alternative to what we know can be an unnecessarily complex, costly and confusing pensions market. That's why we're determined to do things differently. We believe the job of experts is to understand complex things so well that they can explain them in simple terms.
Our team has over 80 years' experience. In that time we've been advisors, consultants, planners and trainers. And we've helped hundreds of people to choose the right pension scheme, optimise existing arrangements, and make sense of over-complicated expensive portfolios. As independent financial advisers, we have unrestricted access to the whole of the market.
Our advice is always based on your best interests and we're free to recommend solutions from the whole of the market. We have all the necessary FCA permissions, insurance, qualifications and experience to advise on both defined contribution and defined benefit schemes. We'll look in detail at your pension arrangements, your personal financial and family circumstances, your attitude to risk and your future aims and objectives.
It's not unusual to find yourself with a confusing mixture of products, including both personal and final salary schemes with different benefits and retirement options. It's easy to lose track and natural to be unsure where you stand. Like everything we do at Simple Financial Advice, our Retirement Income Service has a single-minded focus on replacing confusion with clarity.
Examine how your different assets, liabilities, income and inheritance plans knit together and match your attitude to risk. Check that your pension arrangements and life assurance policies have the most up-to-date death nominations and trust arrangements. Assess how your current wills reflect your wishes and tally with your overall inheritance tax position.
Reviews (4)
Peter Hurst
Dec 27, 2021
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We needed to review our pension portfolio prior to retirement, especially working our whether to retain one or both of our defined benefit schemes.
A 'regulated' type review was required if we were to shift funds out DB schemes. Everything was conducted professionally over video conference calls.
We received good clear advice taking us step by step, developing our understanding and helping us to reach our own conclusion in line with Mark's recommendation. Happy with the outcome.
A 'regulated' type review was required if we were to shift funds out DB schemes. Everything was conducted professionally over video conference calls.
We received good clear advice taking us step by step, developing our understanding and helping us to reach our own conclusion in line with Mark's recommendation. Happy with the outcome.
David Dedman
Aug 25, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
If you ever require Pension advice then Simple Financial Advice are the people to contact. They are professional and understanding of your needs and take the time to go through every aspect. They help you understand the complexities and answer your questions in a clear and precise manner. I would thoroughly recommend them.
If you ever require Pension advice then Simple Financial Advice are the people to contact. They are professional and understanding of your needs and take the time to go through every aspect. They help you understand the complexities and answer your questions in a clear and precise manner. I would thoroughly recommend them.
Bill Ebdon
Aug 17, 2021
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Gina Wernham
Jul 16, 2021
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