Simple Financial Advice

Restricted - Whole of Market  Simple Financial Advice, Llanishen, Cardiff, CF14 0RE
First meeting at adviser's own cost
Designed to make quality financial advice straightforward, affordable and accessible by telephone, post and email Nationwide.
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
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
John Wilkinson
Managing Director
About us

Simple aims to provide a Nationwide straightforward, transparent service that caters for everyone, from a simple Investment through to Retirement Planning.

Our services

Simple are experienced nationwide telephone based pension and investment advisers providing a nationwide service in a personal and convenient way. This allows for a more cost effective service compared with traditional face-to-face financial advice. As independent financial advisers, we are able to provide advice on the whole of market for pension and investment products.

FREE Initial consultation and review. Fees are only charged if you wish to proceed with our advice.

For further information about the services we offer please call or visit our website.

Where to find us
Head office address: Simple Financial Advice, Zurich House, Hulley Road, Cheshire, Macclesfield, SK10 2SF
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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