Simple Financial Advice

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Reviews

1. Nadia Imes ★★★★★

   I had an excellent experience with Simple Financial Advice. Their team is professional, knowledgeable, and truly cares about helping clients reach their financial goals. They made complex financial concepts easy to understand and provided tailored advice that fit my situation perfectly. Highly recommend for anyone looking for reliable and trustworthy financial planning!

   almost 4 months ago
2. Solfix Solfix ★★★★★

   We have been working with John and Simple Finance for many years and find the investment advice and management of pensions excellent. Would highly recommend

   almost 6 months ago
3. Basil Miller ★★★★★

   Excellent service and pension advice from Mark & Leanne at Simple Advice. The advice has saved me a material amount of money and made my financial planning for my retirement both more rational and economically sound

   1 year ago

1. David McIntosh ★★★★★

   John Wilkinson made a thorough review of my and my wife's financial history and my attitude to risk. I was happy with the choice of investment vehicle and the funds in which my occupational pensions are now being invested. I had a very poor experience of IFAs many years ago when I was given very poor advice but this has restored my faith in the sector. I await positive results!

   almost 2 years ago
2. Jim Woodcock ★★★★★

   Great service from Mark. Explained the subtleties of annuity risk to me in relation to my GMP pension transfer with great patience! Thoroughly recommended.

   almost 3 years ago
3. Chris Templeman ★★★★★

   Mark Thewlis and his team provided me with regulated advice on whether to convert a GMP pension policy to an annuity or to transfer the funds into a SIPP. The advice provided was clear, substantiated by facts and unbiased. The process was complicated yet Mark and the team persisted to a clear, unbiased recommendation supported with facts. They also provided additional guidance on the LTA and it's impact on my options. I was very satisfied with the result.

   almost 3 years ago

1. Ian Moran ★★★★★

   John and the team at Simple Finance are excellent and have given us perfect financial advice to help with our retirement planning. I would highly recommend them for any personal financial advise and investment requirements.

   almost 3 years ago
2. Richard Corless ★★★★★

   John and the team at Simple have been great; they have guided me through the complexity of all the options for taking my pensions and giving me the re-assurance that I can afford to retire early. An excellent professional, structured and friendly service.

   almost 4 years ago
3. Peter Hurst ★★★★★

   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.

   almost 4 years ago

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