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Reviews, get directions and contact details for Simple Financial Advice

Simple Financial Advice
"We are a team of financial advisers, based in Cheshire, working with people across the UK. Our team provide expertise and guidance on choosing the right pension scheme, optimising existing arrangements, and making sense of what can sometimes be unnecessarily complicated and expensive portfolios.We believe that life in retirement is there to be enjoyed. We'll help free you from pension worries.We have been awarded the Pension Transfer Gold Standard. That means you can be confident that you are dealing with an ethical and professional advice firm: experts who have your best interests at heart and are not trying to sell you anything.Whatever your pension problem, we'll help find a solution for you. Contact us today."
Address: Zurich House, Hulley Road, Macclesfield SK10 2SF, UK
Phone: 0800 434 6337
State: Cheshire East
City: Macclesfield
Zip Code: SK10 2SF

opening times

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed


related searches: List of financial advisors, Retiring financial advisors, Pension Broker, IFA directory UK, MoneyHelper, Pension, Www MoneyHelper org UK
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Reviews
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!
Great service from Mark. Explained the subtleties of annuity risk to me in relation to my GMP pension transfer with great patience! Thoroughly recommended.
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.
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.
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.
Lovely people with a very professional and friendly approach. Many thanks to all.
Clear advice delivered professionally and in a friendly way. Glad we got a review else we would have made the wrong decision.
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