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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Buildings and contents
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Commercial motor
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Critical illness
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 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
Head office address: 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
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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