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Whatever your pension problem, there's a Simple Solution

Simple, straightforward pricing

We communicate our costs in simple language, without the usual jargon

We provide full transparency so there are no hidden surprises

We ensure a quality service at a fraction of the price of many traditional advisors

We offer fixed fee services for both initial consultation and ongoing advice

What our clients say

From pension reviews to complex retirement planning, we provide our clients with independent advice and Simple solutions to their financial planning challenges.

Mark Sheircliff

I needed a financial advisor because I was made an offer by my pension company for a transfer out from my final salary pension scheme. That offer was very interesting, but there are obviously all sorts of pitfalls with taking an offer. If you do, you're then no longer going to be receiving a pension. It's a big decision to make.

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Clive Woodman

I chose John at Simple Financial Advice because I had a number of different pension pots I’d built up through my career. I wanted to get them into one place, so that I could manage them efficiently. I liked John. When I was talking to him about the way that we would work together, they seemed flexible and responsive to what I wanted to do. If I'm honest, their price was attractive as well.

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Martin Constable

I needed help trying to find the right pension plan that suited me. I’d been within company pension schemes for probably 30 odd years, and found myself in a consultancy role and needed to find a personal plan from outside of the company.

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Simple Financial Advice Limited profile

We’re featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. By clicking on the VouchedFor widget (above), you can read reviews our clients have written about us.

We have been awarded the Pension Transfer Gold Standard

Financial advice firms who adopt and promote this standard adhere to a set of principles.

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.

Use our Simple fee comparison tool

Most financial advisors charge on average 0.85% of your total fund as ongoing advice fees. That’s where we are different, offering a fee starting from £3,000 whatever your position.

Use the slider on the left to select the total value of your fund and see how much you could save on the right. Simple!

Typical ongoing advice fee

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