Simply Pensions Ltd

Restricted by product Kingfisher Business Centre, Burnley Road, Rawtenstall, Rossendale, Lancashire, BB4 8EQ
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
11th November 2019
We are Financial Planners and Final Salary pension experts based in Rossendale, specialising in helping people achieve their retirement aspirations.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • OEICs
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Gary McNeil
Financial Planner
What our clients say
After a recent change of control within the company and uncertainty on future work prospects, being largely unsure on how to go about it, I contacted Simply Pensions for advice on how best to realise an annuity purchase on my work and private pension plans. After a number of extremely useful face to face discussions, subsequent analysis on what would be best for my individual circumstances and thorough market search for the most advantageous offers, Stuart McNeil was able to successfully complete the whole process within a matter of weeks, enabling me to draw on a tax free lump sum and monthly annuity payment with almost immediate effect. I found the help, advice and overall service offered by Stuart to be extremely professional with the utmost understanding and thought given to what was best for mine and my families situation.
Jeff, Rossendale
I have always found Simply Pensions to offer a quality, professional and tailored service. They are fast to respond, always offer the best possible advice and are a real pleasure to deal with!
Paul, Rossendale
I approached Gary because I wanted to consider a Final Salary pension transfer and he had been recommended to me. I found him professional, clear, transparent and very honest. He took me through absolutely everything pros and cons wise which put me in a position where I could confidently make decisions around my pension provision. He made what is generally a complex area very clear and this enabled me to make the decisions I made with the benefit of knowing and indeed finding out how professional and efficient the review service is. I can now confidently plan for the future knowing that my financial arrangements are best placed to meet my needs with much thanks to Gary.
Jane, Alderley Edge
Where to find us

Kingfisher Business Centre, Burnley Road, Rawtenstall, Rossendale, Lancashire, BB4 8EQ

Make an enquiry
About us

We are a family-run financial planning firm based in Rossendale, Lancashire. Combined, our Financial Planners, Gary and Stuart, have nearly 40 years’ experience in financial services. The majority of this time has been spent working with people who are approaching retirement or retiring now, creating strategic financial plans that work as step-by-step guides to making their goals a reality. We specialise in working with: • People who are thinking about retirement and want to plan for a fulfilling future lifestyle. They are usually in their 50s and either want to retire early or understand their expected retirement income. • People who are hoping to retire now and begin the next chapter of life. They are usually in their late 50s or early sixties and are ready to retire but want clarification on their financial situation. • People who are considering a Final Salary pension transfer and are looking for expert advice. They are ideally looking for more income for retirement but want to understand the options available.

Our services

There are many things which separate us from other firms, including:

• We’re Final Salary & Defined Benefit pension specialists: We have nearly 40 years’ combined experience in the profession.

• We’re retirement specialists: Our years of experience in working with people who have specific retirement-related problems and goals have meant we have developed an in-depth knowledge of how to solve them.

• We’re a friendly, family firm: Brothers as well as business partners, Gary and Stuart are friendly and personable. We won’t advise you to do anything that we wouldn’t recommend to our own family member.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0