About us

We’re the friendly, family-focused financial planning company that likes to keep things simple. After all – it’s in the name! Learn more about who we are and what we do.

Our story

Founded in 2010 by Don and Tracy, Simple Solutions was created due to a shared belief that financial planning needn’t be complicated. Over the course of the next few years, the business grew in strength and numbers (with sons Declan and Ryan both coming aboard), but the sentiment remained the same.

Today, we view our clients as a part of our extended family and we believe that everyone has the ability to achieve the lifestyle that they desire.

Our style

We’re at our best when we’re practicing what we preach: creating a successful and enjoyable work / life balance. It’s a great way of doing business and one that we feel benefits everyone.

With over 45 years’ experience between our advisers, we aim to inspire you with ideas, create confidence and give you the freedom to live the life you wish to live – without the fear of running out of money.

Meet the team

Get to know Don
Don Wernham

Financial Planner | Founder

Get to know Don
Get to know Declan
Declan Wernham

Managing Director | Financial Planner

Get to know Declan
Get to know Ryan
Ryan Wernham

Trainee Financial Adviser

Get to know Ryan
Get to know Tracy
Tracy Wernham

Business Manager | Founder

Get to know Tracy
Get to know Charlotte
Charlotte Wernham

Operations Manager

Get to know Charlotte
Get to know Dylan
Dylan Hunt

Client Support

Get to know Dylan
Get to know Olivia
Olivia Middleton

Client Support

Get to know Olivia
Get to know Chloe
Chloe Garton

Client Support

Get to know Chloe

Learn how we make a difference

I now have peace of mind that my pension is being incredibly well-managed. I wouldn’t hesitate to recommend Simple Solutions to anybody wishing to have their finances reviewed and managed well.

Lou S

Simple Solutions were excellent, I felt very confident with them. Thanks to the advice I received, I was able to bring everything together and take the option of retiring early, with the confidence I could fully enjoy my retirement.

Robin W

I feel I am in the right hands financially. I continue to work with Don and his team and look forward to more years working together, knowing I’m receiving the right advice and watching my investments mature and grow.

Paul D

With Don and Declan’s help, we have built a stable financial future. Knowing we can trust them for the best advice leaves us free to plan our future, and sharing those plans with the team has ensured we have the resources to make it secure.

Julian & Beverley

When my wife sadly passed away, the critical illness cover Don had organised paid off our mortgage. Several years later I married again, and we both greatly value Don and Declan’s advice on our financial affairs.

Brian D

With the benefit of hindsight, we can honestly say that we wish we had taken financial advice much earlier. We now have peace of mind, having removed the sense of ‘what if?’, and we’re very pleased with the level of financial returns.

Ian & Helen

Both Don and Declan’s advice was always given with a full explanation (both verbal and written documentation) and I now feel in a position of financial security.

James H

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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