About Simple Solutions

Financial planning to realise your goals

Simple Solutions Team

About Simple Solutions

Our ethos is simple: to help you to understand and plan your financial goals. Whether you want to save for your retirement, need investment advice or you’re looking for a pensions scheme that’s monitored regularly, we will help you to set your goals, plan and build for your and your business’ future.

Personal, professional & local

Honesty and openness are so important to us. Trust is essential; our clients are placing their personal wealth and their financial futures in our hands. We love working with our clients and we develop long-term working relationships, ensuring that we know and understand your goals and keeping you on track with regular reviews and communications.

We meet with clients whenever required, and we’re always at the end of the phone if you want to discuss any aspect of your service.

Our mission: "Helping clients to identify, achieve and maintain their desired lifestyle without fear of ever running out of money"

The client website and features keep me securely updated with all aspects of my portfolio. It is very quick and easy to use, with various tools that let me drill down into my investments. Secure communications give me peace of mind when fund switching/corresponding with my adviser/s. To sum up, “a very professional one shop, one stop financial platform to work with."

Gary Greenhalgh