Simple Financial Advice

Independent Financial Adviser  Simple Financial Advice Ltd, Aberdeen, City of aberdeen, AB15 9AP
First meeting at adviser's own cost
Designed to make quality financial advice straightforward, affordable and accessible by telephone, post and email.
We can advise you on
Annuity purchase
Auto enrolment
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
Wealth management
Response rating
FCA authorised
Last authorised 3rd August 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 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.

Our services

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.

Where to find us
Head office address: Simple Financial Advice Ltd, Cheshire, CW12 1LA
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
Response rating
FCA authorised
Last authorised 3rd August 2020

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