Simple Financial Advice have recently been awarded the ‘Pension Transfer Gold Standard’.
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HOW WE WORK
Simple Financial Advice Limited provide advice on most types of pension planning including both Defined Contributions and Defined Benefits.
The starting point is to contact Simple for a free initial consultation to discuss your needs and requirements. As a result of this telephone call, we will provide you with a client pack which includes full details of out Terms of Business, an explanation of our advice process, fee schedule and letters of authority.
A large proportion of our clients are either planning for retirement or are at retirement. For these clients, we provide a pension review service which includes looking at all their different pension plans.
Simple provide two different types of review services depending on what types of pension arrangements clients hold; Defined Contributions or Defined Benefits. Many clients have a combination.
Our Free Retirement Options Guide