March 2024 by Tim Brazier
Fantastic service, extremely comprehensive and helpful. I strongly recommend Simple Financial Advice. Its not cheap, but worth every penny.
May 2023 by Mark Davies
Lovely people with a very professional and friendly approach. Many thanks to all.
April 2023 by 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!
January 2023 by 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.
December 2022 by Paul Freeman
Clear advice delivered professionally and in a friendly way. Glad we got a review else we would have made the wrong decision.
November 2022 by 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.
November 2022 by 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.
November 2022 by 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.
November 2022 by 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.
November 2021 by Bill Ebdon
Good, straightforward financial advice delivered by very approachable professionals giving excellent value for money.
November 2021 by david dedman
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.
November 2021 by Gina Wernham
I contacted Simple Financial Advice for assistance with my pension, they were very helpful and I have put my pensions in one place with their professional, good quality service. If you need help with your pension I would highly recommend them.
