We know you’ll have plenty of questions for us, so we’ve answered some of the more common queries we receive below. Here’s everything you need to know…

Where are meetings held?

Usually at our offices in Warrington, but if you’d prefer a home visit for any reason, we’re happy to facilitate this.

Do you have parking?

There is a Pay & Display car park at the front of our office building. Alternatively, there is free parking at the Tesco store (up to three hours), which is a five-minute walk from us.

Do I have to pay for an initial meeting?

No, the cost of this is met by us.

What do I need to bring to an initial meeting?

We will send you an email beforehand detailing what to bring, as well as directions on how to find us.

How long should I allow for an initial meeting?

It will take approximately 90 minutes.

Do I have to sign up for your services at the initial meeting?

No. We want to make sure our clients feel at ease and that we’re a good match for each other before you commit to anything.

Do you take a percentage or are your fees fixed?

We charge a % as an ongoing fee, but this does vary depending on the circumstances. This will be agreed before any work takes place.

Do you get commission?

We receive commission on insurance-related products.

Do you charge VAT?


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