The Managing Director of Simple Financial, David J Bone, Dip PFS, formed Simple Financial in November 2000 with the goal of delivering quality independent financial advice in the Scottish marketplace. One of the most experienced financial advisers in Glasgow.
IFA Jennifer Shearer Dip FA has many years of experience, and prides herself on her attention to detail and thoroughness. She joined Simple in 2015 and away from the office Jennifer is busy with her young family.
Office Manager Laura Bone has worked in the business since 2000 and what Laura doesn’t know about the business isn’t worth knowing. A familiar face and voice to many of our longstanding clients that’s for sure.
Our newest adviser on the team Fraser Bone BEng, joined in 2020 after finishing university through in Edinburgh. Fraser has quickly integrated into the team at Simple and will hopefully further develop his skills within the financial services industry over many years to come.