Our clients

Our clients tell us how we’ve made their lives simpler

Peter Hurst

We feel connected to Mark, and he uses language that we can understand.

Debbie Stone

Now I'm working with Mark, I feel much happier about my financial future.

Mark Sheircliff

I feel very positive about my financial future now.

Clive Woodman

For me, it has been a weight lifted off my mind.

Martin Constable

Simple Financial Advice have really helped sort my pensions.

Defined Benefit

Have My Cake And Eat It

Have My Cake And Eat It

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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Defined Contribution

A change in lifestyle

A change in lifestyle

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

Covering All Bases

Covering All Bases

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

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Defined Contribution

Retirement income planning

Retirement income planning

Michael was 58 and wished to retire in 6 months’ time. He had accumulated a combination of final salary and personal pension plans.

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Defined Contribution

Lower cost, better performance

Lower cost, better performance

Simple were able to demonstrate that David was able to reduce his annual management charges and save in excess of £5,000 p.a.

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Defined Benefit

Avoiding A Costly Mistake

Avoiding A Costly Mistake

I had decided that I wished to take early retirement as my job was very stressful and my wife had already retired.

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