Simply Wealth Asset Management

Independent Financial Adviser  Unit D, Southampton, Hampshire, SO14 0PF
Award-winning financial advice from our expert team of friendly, professional advisers who help make finance simple
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
Response rating
7.0/10
check
FCA authorised
Last authorised 30th March 2020
Meet our advisers
Ben Larkin
Company Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Steve Davies DipPFS
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Peter Williams BA (Hons) CeMAP
Company Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Alison Etherington
Annuity Specialist
About us

We are part of the Simply Finance Group of companies, we are recognised as one of the leading financial services institutions, our head office is in Southampton has over 40 staff covering the full spectrum of financial services.

Our services

We pride ourselves in our friendly and professional approach, giving advice both over the phone and in person. We are part of the Simply Finance Group of companies, we are recognised as one of the leading financial services institutions, our head office is in Southampton and has over 40 staff covering the full spectrum of financial services.
Read what our customers say at: <url hidden>

Where to find us

Unit D, Drivers Wharf, Northam Road, Southampton, Hampshire, SO14 0PF

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 30th March 2020

Similar advisers near you

Independent Financial Adviser 0.12 mi
Do you know what percentage of your portfolio is invested in weapons and gambling? It would be 0% with us.
 
Restricted - whole of market 0.72 mi
We visit you at your work or home, saving you time and parking. Our first visit is free.
 
Independent Financial Adviser 0.8 mi
Clear, easy to understand financial advice for anyone at or near retirement, dealing with divorce or investing for their future
 
Independent Financial Adviser 0.94 mi
Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan