Looking for financial planning advice in Wilmslow

Independent, family-focused financial planning for people in Wilmslow and the surrounding area.

Learn how we make a difference to people in Wilmslow

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John Collins profile picture
John Collins
30 October 2026
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Liz and I sought advice from Declan following a recommendation from a friend and wanting to plan for our future, from the moment we met we were impressed by the professionalism and excellent advice given to us in a friendly, warm and non-pressurised discussion. We would highly recommend Simple Solutions to anyone looking to plan for their future.
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Lynne Browne profile picture
Lynne Browne
20 October 2026
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Attended our annual meet up with Declan . Always a great experience
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Brenda Mackay
16 October 2026
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I have been a client of Simple Solutions for over 10 years. Based on a recommendation from another professional, I engaged with Don Wernham (who has now retired) and I have not looked back since. This family business has grown and strengthened in capability hugely and I would have no hesitation in recommending them to anyone. Beautifully steered more recently by Dons eldest son Declan, they have navigated through numerous different stages of my life from being employed, widowed to now retired. The one constant throughout this journey has been their desire to put me first, consider options, listen to my hopes and wishes and gently guide me to make informed choices. They are if you’ll pardon the pun “simply the best” a genuine family business with wonderful caring values and intelligent reasoning at all times. I look forward to continuing working with them as they grow their business (it’s now expanded with more family members and carefully selected professionals joining the team) and they look after my interests with the same integrity that they have always shown. It’s their passion to look after all levels of people no matter what the value is or where you are in your life cycle. I wish to thank them very much indeed and urge anyone who needs help to reach out to them on all matters financial .. you are not a stat or just a number you will be a cherished client of this team.
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Jayne Blakeley
16 October 2026
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Throughout our years with Simple Solutions, we have always received sound guidance relating to our pensions and savings. Recently Steven McNicholas took over as our nominated Financial Planner and I'm pleased to say the transition has been seamless and we continue to receive the same excellent standard of advise and guidance we've become accustomed to.
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Kate Price profile picture
Kate Price
14 September 2026
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Since becoming a customer of Simple Solutions I have been extremely impressed with their professionalism. They are friendly, helpful and very knowledgeable. I feel reassured that my financial future is safe in their hands and would have no hesitation in recommending Simple Solutions to friends and family.
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Alan r profile picture
Alan r
26 August 2026
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Very helpful annual review, with lots of questions due to some significant recent life changes. Steve and Declan were very reassuring and supportive, and presented several options clearly. I left feeling much happier and reassured.
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Steve Taylor profile picture
Steve Taylor
22 August 2026
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We recently had our annual review with Steven. Our investments were clearly explained and he ensured we were happy with the portfolio. Steven took great care in fully understanding our situation and options for the future were made clear to us. We really appreciated the care taken to understand our particular circumstances.
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Jane Kemp profile picture
Jane Kemp
11 August 2026
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I have always found the team at Simple Solutions approachable, clear and kind in all their dealings with me. Jane
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Ian Kelland profile picture
Ian Kelland
7 August 2026
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Excellent service and advice in clear, easy to understand format. Would highly recommend Simple Solutions services!
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สมบูรณ์ งามเจริญ profile picture
สมบูรณ์ งามเจริญ
10 July 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
Declan has been excellent always friendly and listens to what we need. He explained the process in simple terms so we could understand. Feel completely comfortable discussing all issues. I would highly recommend simple Solutions

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About us

We’ve always believed that financial planning should be kept as simple as possible, so we practise what we preach. A family-run business, we help our clients in Wilmslow aspire to and achieve everything they want in life – for themselves and their families. It’s as simple as that.

Who we are

Simple Solutions Financial Planning is a trading style of Simple Solutions Financial Management Ltd, which is authorised and regulated by the Financial Conduct Authority. You can find Simple Solutions Financial Management Ltd on the FCA register by clicking here. Simple Solutions Financial Management Ltd is registered in England. Company registration number: 06920858. Registered address: The Base, Dallam Lane, Warrington Cheshire WA2 7NG.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The Base, Dallam Lane,
Warrington, Cheshire
WA2 7NG

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