Simple Financial Advice
Simple Financial Advice is a company based in Congleton, England that offers financial services and advice. Their team of experienced financial advisors provides expert guidance to clients seeking assistance with managing their finances. Simple Financial Advice is committed to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial planning.
Introduction to Simple Financial Advice
Simple Financial Advice is a financial services company based in Congleton, England. The company was founded with a mission to provide accessible and straightforward financial advice to individuals. What sets Simple Financial Advice apart from other financial advisors is their commitment to making financial advice easy to understand and accessible to everyone.Services & Products
Simple Financial Advice offers a variety of services to their clients, including retirement planning, investment advice, and estate planning. They work with individuals to develop a personalized financial plan that meets their unique needs and goals. Clients can also purchase financial products such as life insurance and annuities through Simple Financial Advice.Location
Simple Financial Advice is located in Grosvenor House, a historic building in the heart of Congleton. The area is home to a variety of businesses, including restaurants, cafes, and shops. Visitors to the area can expect to experience the charm of a small English town, with picturesque architecture and friendly locals. The closest public transportation options are the Congleton train station, which is 0.3 miles away, the Congleton bus station, which is 0.2 miles away, and the West Street bus stop, which is 0.1 miles away.Benefits
Simple Financial Advice is a great choice for anyone seeking financial advice and planning services. They offer personalized advice and products tailored to the unique needs of each client. Additionally, their commitment to making financial advice easy to understand and accessible to everyone sets them apart from other financial advisors.Good to Know
Customers should be aware that Simple Financial Advice is a fee-based financial advisor, meaning they charge a fee for their services rather than earning commissions from financial products they sell. This ensures that their advice is unbiased and in the best interest of their clients.Reviews
Customers rave about Simple Financial Advice's personalized approach to financial planning. They appreciate the company's commitment to making financial advice accessible and easy to understand. Many clients have reported feeling more confident and secure in their financial futures after working with Simple Financial Advice.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
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debt management
FAQ
What experience does your company have in providing financial advice?
At Simple Financial Advice, we have many years of experience in providing financial advice to our clients. Our team of expert financial advisors has a wealth of knowledge and expertise in a range of financial products and services.What are the fees for your financial advisory services?
Our fees for financial advisory services depend on the specific needs and requirements of each client. We offer a range of pricing options, including hourly rates and fixed fees, and we always provide transparent pricing information upfront.What types of financial products do you offer?
We offer a wide range of financial products and services, including investment advice, retirement planning, insurance, and tax planning. Our team of financial advisors works closely with each client to develop a customized financial plan that meets their specific needs and goals.How do you determine the best financial strategy for your clients?
We take a comprehensive approach to financial planning, taking into account each client's unique financial situation, goals, and risk tolerance. Our team of financial advisors uses a combination of financial analysis and expert knowledge to develop a personalized financial plan that maximizes the client's financial potential.Can you provide references from satisfied clients?
We are proud of the relationships we have built with our clients over the years, and we are happy to provide references from satisfied clients upon request. Our commitment to providing exceptional financial advice and customer service is reflected in the positive feedback we receive from our clients.Reviews
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Mark Davies
Lovely people with a very professional and friendly approach. Many thanks to all.
29-04-2023
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David McIntosh
John Wilkinson made a thorough review of my and my wife's financial history and my attitude to risk. I was happy with the choice of investment vehicle and the funds in which my occupational pensions are now being invested. I had a very poor experience of IFAs many years ago when I was given very poor advice but this has restored my faith in the sector. I await positive results!
29-04-2023
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Jim Woodcock
Great service from Mark. Explained the subtleties of annuity risk to me in relation to my GMP pension transfer with great patience! Thoroughly recommended.
29-01-2023
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Paul Freeman
Clear advice delivered professionally and in a friendly way. Glad we got a review else we would have made the wrong decision.
29-11-2022
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Chris Templeman
Mark Thewlis and his team provided me with regulated advice on whether to convert a GMP pension policy to an annuity or to transfer the funds into a SIPP. The advice provided was clear, substantiated by facts and unbiased. The process was complicated yet Mark and the team persisted to a clear, unbiased recommendation supported with facts. They also provided additional guidance on the LTA and it's impact on my options. I was very satisfied with the result.
29-05-2022
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Ian Moran
John and the team at Simple Finance are excellent and have given us perfect financial advice to help with our retirement planning. I would highly recommend them for any personal financial advise and investment requirements.
29-05-2022
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Richard Corless
John and the team at Simple have been great; they have guided me through the complexity of all the options for taking my pensions and giving me the re-assurance that I can afford to retire early. An excellent professional, structured and friendly service.
29-05-2022
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Peter Hurst
We needed to review our pension portfolio prior to retirement, especially working our whether to retain one or both of our defined benefit schemes. A 'regulated' type review was required if we were to shift funds out DB schemes. Everything was conducted professionally over video conference calls. We received good clear advice taking us step by step, developing our understanding and helping us to reach our own conclusion in line with Mark's recommendation. Happy with the outcome.
29-05-2022
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Kathleen Main
29-05-2022
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Papa J
Positive: Professionalism, Quality, Responsiveness
29-05-2022
