Planning your family’s wealth

As a family business, we know how important it is to look after one another, both now and in the future. We help families protect what matters and safeguard for tomorrow.

Securing your family’s future

Planning for the future can be complex, particularly in terms of transferring your wealth. When you add a large family of multiple generations into the mix, things can get even harder! We provide specialist intergenerational financial planning that helps families grow and protect their wealth for years to come.

We’ll work with you to understand what’s important to your family, then build a financial plan designed around helping you achieve those things. Through careful planning and preparation, we’ll help you enjoy life today, safe in the knowledge that your family (and your wealth) is in good hands for tomorrow.

Here’s how we will help

Intergenerational planning

We specialise in financial planning that takes the whole family into account. We encourage you all to be involved in the process – young and old – so that everyone can feed into the plan and make decisions that work for you as a whole.

Estate planning

Through a carefully planned Inheritance Tax strategy, we can help you protect your family’s wealth for generations to come. We’ll help you avoid unnecessary tax burdens and other potential pitfalls so that more of your estate goes to those who matter.

A joined-up approach

We will work alongside your accountants and solicitors throughout the process, ensuring a joined-up financial planning approach that considers any other structures your family may have in place.

Confidence for the future

The earlier you start to plan, the more confidence you can have going into your future, safe in the knowledge that your family’s wealth will be looked after in a way that works for you.

The Financial Conduct Authority does not regulate Tax Planning or Estate Planning.

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 Base, Dallam Lane,
Warrington, Cheshire
WA2 7NG

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