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Whether it’s planning to become debt free or a plan for retirement we have qualified professional money planners that would be more than happy to help you choose the right money plan for your current circumstance. We have years of experience and our company is directly authorised by the FCA and can offer a wide range of financial advice on Mortgages, Insurance, Savings and Investments.
Reviews 38
Greg Ashworth
Oct 23,2021All aspects of the policy were well presented and explained fully.
Ray Brooks
Oct 21,2021Fast flowing top class
Elaine Lewis
Oct 21,2021Very friendly helpful service. Everything explained so I could understand fully what was happening. I would definitely recommend to anyone.
Julie Evans
Oct 19,2021Hi I recently swapped my partial interest free mortgage to full repayment with the help of Simply Financial Planning. They were very easy to use, kept myself updated regularly until everything was arranged and completed. I would highly recommend them.
Odie
Oct 01,2021Seamless process quick I know it would have been sooner and some things were not in your control! Accessible and responsive
Richard Mallinson
Sep 25,2021Craig Mccarron was very knowledgeable regarding all the polices. Good communication he calls you back when he said he will. Simple Financal Planning highly recommended. They keep you up to date on the product you have purchased Communication 10/10
Geraldine girvan
Sep 21,2021We recently had our Life Insurance Policy reviewed by Simple Financial Planning and the whole experience was excellent .A special thanks to Mr Craig McCarron , he dealt with our application from start to finish professionally and efficiently. He explained everything to us , answered all our questions honestly and made it a very personal experience , it was like dealing with a good friend, nothing was too much trouble for him .Thankyou
Friend of Ted
Sep 01,2021Quick, efficient and very helpful from start to finish, Millie was always available to speak to whenever we were unsure of what to do
Rachel Hopkins
Aug 03,2021Fantastic service. Gary our advisor was so helpful and friendly and always stayed in contact with us. They helped us when many other companies didn’t think our situation was hopeful because I had a low credit score. It was such a smooth process from start to finish. Highly recommend
L. Patterson
Jun 02,2021I recently had financial help from simple finance , I cannot recommend them highly enough. The advice & understanding I got from Stuart was invaluable to me. He organised everything . Highly recommend.
Alice Cableton
Jul 29,2020Really impressed 10/10 from me!
Sarah Huntington
Oct 01,2019I wanted to ensure that not only was my income protected but also that if anything did happen then my family wouldn’t need to worry about finding money at short notice. I didn’t know how to sort through all the different options and decide what was and wasn’t necessary. The Protection Manager, Alex Schmitt, helped me to work out what I did and didn’t need, and took into account things I wouldn’t have thought of in his assessment. Having the cover gives me peace of mind, not just for me but also for my family. I hadn’t heard of insurance trusts before, but Alex explained all about these to me and set this up as part of the process so that my loved ones automatically get an upfront payment without any stress if it is ever needed. The whole process was easy, stress free and without any heavy handed sales tactics, just plain talking common sense. Would, and have recommended SimpleFP to friends and colleagues as genuine professionals who really know their business.
Craig regan
Dec 22,2018Clare and mille where great , very helpfull and made the full remortgage process easy for me , excellent
Dawn
Oct 10,2018Excellent service, first class and so friendly too. Been a pleasure from start to finish thank you
Jamaica18
Sep 26,2018Excellent financial advice company who I have used for over 4 years and would not use anyone else. This companies knowledge and expertise really is outstanding - I would highly recommend using SimpleFP for any financial planing - I have used them for loans, mortgage, insurance and will continue to use their services.
Tracey Horton
Sep 25,2018After a lot of hassle and stress with other mortgage brokers I was delighted to be referrred to Simple FP. The whole process was made simple from start to finish. Clare and the team provided excellent customer service throughtout and I will continue to recommend them to family and friends.
Rachael Bannerman
Sep 24,2018While online I clicked on a link to find out more info about mortgage rates. I got a call back from initially what I expected to be a pushy sales person. However I was greeted with the lovely Clare. She was extremely helpful and ran through all my options with me. She managed to find me a fantastic new mortgage deal. It makes such a difference when you have someone who is down to earth and understands your requirements. After a few months I was in need of further mortage advice with a house move, so I didn't hesitate to contact Clare at Simple FP. Again I received fantastic service and would highly recommend Clare to anyone looking for any mortgage advice.
customer
Oct 27,2021They was very good always only phone call away very good service from all involved definitely recommend them 5star