Simple Financial Advice
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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
We restrict our advice to Pensions and Investments only. Wherever possible, we look to provide low-cost product solutions with excellent investment returns.
The business has always been fee-based, and has an excellent reputation for delivering high-quality advice at a competitive price.
By providing advice over the phone and email, our fees are lower than most traditional face-to-face advisers. We can charge lower fees as our salaried advisers are paid to give regulated financial advice only, and not for travelling, administrative work, or research.
Each team comprises of a qualified financial adviser, a para-planner who researches the market, and an administrator.
Our teams work in close proximity, ensuring all areas of expertise are available to answer client queries effectively. Every member of the team is involved thereby ensuring a more personal service.
Simple are experienced telephone based pension 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 pensions.
We have been accredited with the Pension Transfer Gold Standard specifically for Defined Benefit transfer advice.
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.
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Telephone
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Online (Live chat, video, email)
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