Simple Financial Advice

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 can we help you with?

Retirement planning?
Understanding your pension arrangements?
Reducing the cost of your pension advice?
Reviewing final salary schemes?

Find out more about:

Pension reviews Retirement income service Financial planning

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.

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.

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.

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 recently conducted a client survey. We’re delighted to say:

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100 of our clients would recommend us to their friends, family or colleagues

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100 were satisfied or very satisfied with our speed of response

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65 said having worked with us, they would never consider going back to a traditional face-to-face adviser

Call us on 0800 434 6337 to speak to us today, or request a callback.

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 fixed fee starting at £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

You save

Our fee

£2,500

See how we've been helping our clients

Defined Benefit

I needed to generate a relatively large income as I had one child at a private school and two children at university.

Read Case Study

Defined Contribution

Janet needed help working out her retirement income. She had 3 pension arrangements and had been made redundant from a senior position aged 56.

Read Case Study

Defined Benefit

I was approaching my defined pension retirement date and was unsure of which option to take.

Read Case Study

View all case studies

Whatever your pension problem, there's a Simple Solution

Simple, straightforward pricing

What can we help you with?

What our clients say

Mark Sheircliff

Clive Woodman

Martin Constable

We recently conducted a client survey. We’re delighted to say:

We have been awarded the Pension Transfer Gold Standard

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

Use our Simple fee comparison tool

See how we've been helping our clients