Simple Financial Advice

Independent Financial Adviser  Simple Financial Advice Ltd, Cheshire, Congleton, CW12 1LA
First meeting at adviser's own cost
Simple specialise in retirement planning. Pensions are complicated, our advice isn’t. We provide clear, transparent, low cost, fixed fee advice without the jargon.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
Response rating
9.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
John Wilkinson
Managing Director

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Mark Thewlis
Pension Specialist

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

What our clients say
I wanted to move my personal pension fund into drawdown on reaching 65th birthday. By reviewing my needs and identifying the most appropriate provider. My IFA handled the administration process efficiently and my pension has now been moved to a flexible drawdown account.
William Farndon, Wilmslow
About us

We have the full range of FCA permissions to advise on all aspects of pensions and retirement planning, which is covered by our fully comprehensive compliant professional indemnity insurance, including final salary pension schemes. We also hold The Pensions Transfer Gold Standard. Our staff have the highest level of technical knowledge and experience. We specialise in providing advice throughout the UK via telephone, email and video conferencing. We have a large number of clients in more remote areas who find our service very convenient.

Our services

Dealing with all aspects of pensions and retirement planning on behalf of clients helping them to achieve their retirement goals.

Where to find us
Head office address: Simple Financial Advice Ltd, Dane Mill, Broadhurst Lane, Cheshire, Congleton, CW12 1LA
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
Response rating
9.0/10
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FCA authorised
Last authorised 26th October 2020

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