Defined Benefit
I needed to generate a relatively large income as I had one child at a private school and two children at university.
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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. We founded Simple Financial Advice to offer an independent alternative to what we know can be an unnecessarily complex, costly and confusing pensions market.
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 our independence, our no-nonsense approach and the savings that 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 independent pensions and finance experts.
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.
What makes us different?
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 a fixed fee services 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 £3,000 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
See how we‘ve been helping our clients
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.
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Defined Benefit
I was approaching my defined pension retirement date and was unsure of which option to take.
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