The Team

Experienced & Qualified

Simple Financial Advice has been providing authorised FCA pension and investment advice since 2007. Together, the teams’ skills, knowledge and expertise offer our unique service in this specialist area.

John Wilkinson

John Wilkinson

John has managed and owned directly authorised FCA firms for over 20 years. John was Managing Director of a national firm of IFAs before establishing Simple Financial Advice Limited in 2007.

Mark Thewliss

Mark Thewliss

Mark is an authorised Financial Adviser and is both a qualified Chartered Financial Planner and Certified Financial Planner. He has specialised in pensions for 25 years and is one of the UK’s leading trainers on pensions. Mark is one of a handful of individuals who are accredited by the Chartered Insurance Institute to train financial advisers on topics such as pensions and final salary pension schemes.

Nick Green

Nick Green

Nick is an authorised Financial Adviser who has worked for Simple for 4 years, having been in the financial services industry for 25 years. Nick has successfully developed the telephone-based advice service and deals with all day to day client advice.

Stacey Woodman

Stacey Woodman

Stacey heads up the administration support team and has also worked for Simple for 4 years, having been in the financial services industry for 15 years.

Vicky Roberts

Vicky Roberts

Vicky is a Director of Simple and has been with the company since inception. Vicky has been in the financial services industry for over 20 years and has a wealth of knowledge across the business.

Kate Anderson

Kate Anderson

Kate is our newly appointed paraplanner and has been in the financial services industry for 4 years.