Simply Retirement

Restricted - Whole of Market  Unit 3, Boxley, Kent, ME14 3DN
First meeting at adviser's own cost
Simply Retirements expertise is providing retirement solutions that dovetail with your personal circumstances. These include Annuities and Flexi-Access Drawdown.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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ISA / Unit Trusts / OEICs
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Unit trusts
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Mark Swann
Pension Specialist

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

Simply Retirement provide advice on Retirement Planning, Pension Switches and Drawdown. We focus on clients 'At Retirement' from age 54.
We are Pension Specialists.

Our services

We are a Pension Specialist qualified to offer advice Retirement Solutions and focus on solutions for the over 55's.

Where to find us
Head office address: Unit 3, Harbourland Business Court, Boxley Road, Maidstone, ME14 3DN
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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