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Pension reviews

If you're confused by your retirement options, there's a Simple explanation.

Is your pension on course to give you a prosperous retirement ? Will your current arrangements deliver the income you require? What about tax?

Pensions raise so many questions, and some advisers leave you none the wiser. We’re different.

A refreshing approach

At Simple Financial Advice we insist on providing answers you can understand. Advice you can act on.

  • We are specialists in both personal and company pensions
  • We have all the necessary FCA permissions, insurance, qualifications and experience to advise on both defined contribution and defined benefit schemes
  • We’ll look in detail at your pension arrangements, your personal financial and family circumstances, your attitude to risk and your future aims and objectives

Then we’ll recommend the next steps and put everything in plain English. You’ll know exactly where you are and where you need to be.

“The peace of mind that Simple Financial Advice give me is priceless, giving me the confidence that my arrangements will give me the best possible income.”

We don’t do jargon and we’re not trying to sell you a particular product. If that sounds like a refreshingly different approach to financial advice, let’s talk soon.

Whether you’re approaching retirement or planning longer-term, contact us today and we’ll arrange a telephone or video consultation that will bring everything into clear focus.

Our other services

Retirement income

Multiple pensions? It's time to put the jigsaw pieces together. Let's talk about rationalising your options and maximising your retirement income.

Financial planning

Retired or just about to? Get a clear overview of your entire financial situation. Untangle complexity. Secure the future for you and your loved ones.

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

Specialists with the personal touch

Our team has over 80 years' experience helping customers plan and organise their pensions better. That means less stress and financial worry so you can get on and enjoy life knowing plans have been taken care of.

Read more about us
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

"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."