Simple Financial Advice

Independent Financial Adviser  Simple Financial Advice Ltd, Cheshire, Congleton, CW12 1LA
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FCA authorised
Last authorised 18th January 2021
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
Meet our advisers
John Wilkinson
Managing Director
Mark Thewlis
Pension Specialist
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.

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)

Simple Financial Advice Ltd, Dane Mill, Broadhurst Lane, Cheshire, Congleton, CW12 1LA

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