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Our approach

We understand pensions. You’ll understand us.

Pensions are complicated.
Our advice isn't.

Honesty. That's our approach summed up in a word. Before starting Simple Financial Advice we all spent decades in the pensions market, and we know its faults.

That's why we're determined to do things differently. We believe the job of experts is to understand complex things so well that they can explain them in simple terms. We listen, we analyse, we listen again. Then we provide clear recommendations in plain English. Clients welcome the savings our transparent, fixed-fee approach delivers. With no commission or hidden costs, you know exactly what you'll be paying. Better still, you'll be paying less. And you can be confident of clear, impartial advice from pensions and finance experts.

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Specialists with the personal touch

Our team has over 80 years' experience. In that time we've been advisors, consultants, planners and trainers. And we've helped hundreds of people to choose the right pension scheme, optimise existing arrangements, make sense of over-complicated portfolios and readjust after receiving faulty advice elsewhere. We believe that life in retirement is there to be enjoyed. We can help with that by freeing you from pension worries.

John

John Wilkinson

MD and Advisor

Mark

Mark Thewlis

Pension & Tax Advisor

Yvonne

Yvonne Mellor

Head of Paraplanning

Vicky

Vicky Roberts

Director

Andrea

Andrea Bridge

Senior Administrator

Simple, straightforward pricing

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

We provide full transparency so there are no hidden surprises

A quality service at a fraction of the price of many traditional advisors

A fixed fee service for both initial consultation and ongoing advice

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 of £2,500 whatever your position.

User the slider to select the total value of your fund, then see how much you can save. Simple!

Typical ongoing advice fee

You save

Our fee

£2,500

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.

"I was very happy with Mark's recommendations and pleased with the way he dealt with my situation and as a result have moved my pension to the new provider."

Paul Morris,
Merseyside

"The whole process was made really straightforward and they took the time and care to properly understand my situation. The results have been excellent!"

Jennifer Butler,
Carlisle

"Because I live in a rural area, having a specialist advisor that I am able to talk to from the comfort of my own home makes a massive difference to me."

John Harrop,
Inverness