Simple Finacial
Testimonials

Mortgages

Mortgages
  • Simple Financial can supply independent mortgage advice and can search the marketplace as a whole on your behalf.
  • Simple Financial can source lenders who will pay for your legal and survey fees.
  • First time buyers, home movers, buying to let, re-mortgaging for a better deal, funds for home improvements or debt consolidation.
  • Whatever your requirements Simple Financial can help.
  • Should you have any queries please do not hesitate to contact us.
  • Not all buy to let mortgages are regulated by the FSA.

Pensions

Pensions
  • We specialise in helping our clients put in place a proper investment strategy for the money that they already have in their pensions.
  • So they may enjoy a more secure retirement.
  • To help our clients, we have created the Pension Performance Review™.
  • Pension Performance Review™ is a fee based objective analysis of your risk profile, your investment objectives, your expectations, the performance of your pension investments.
  • Simply put, we asses the current status of your pension plans.
  • We will then make detailed recommendations to try to maximize their performance.
  • You can find more information about the Pension Performance Review Process by downloading our key concepts brochure .

Investments

Investments
  • The right investment for you will depend on how much you have to invest what you want to achieve and your attitude to risk.
  • We will fully assess your attitude towards investment risk and your investment objectives before making any recommendations.
  • Simple Financial may help maximise the return on your money.
  • Simple Financial may help you invest in a more tax efficient manner.
  • Simple Financial may help you reduce your Inheritance tax liability.
  • This is increasingly important during periods of challenging market conditions.

Protection

Protection No one likes to think of things going wrong, but it's better to be prepared. Simple Financial can offer protection advice in all the following areas:
  • Personal, family and mortgage protection
  • Critical illness protection
  • Income protection
  • Redundancy cover
  • Business protection
  • Shareholder protection
  • Buildings and contents insurance
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

We can be paid by commission or a fee of usually between £200 and £500.

Simple Financial Services Ltd is authorised and regulated by the Financial Services Authority. Simple Financial Services Ltd is entered on the FSA register (www.fsa.gov.uk) under reference 442075.

The FSA do not regulate some forms of mortgage.

The guidance on this site is subject to the UK regulatory regime. It is therefore intended for consumers based in the UK.
© Simple Financial Services Ltd. 2009 disclaimer