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

Get to know Don
Get to know Declan
Declan Wernham

Financial Planner

Get to know Declan
Get to know Tracy
Tracy Wernham

Business Manager

Get to know Tracy
Get to know Ryan
Ryan Wernham

Business Support Adviser

Get to know Ryan
Get to know Dylan
Dylan Hunt

Client Support Administrator

Get to know Dylan

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 Base, Dallam Lane,
Warrington, Cheshire
WA2 7NG

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