FAQs

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?

No.

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
Karen Price
Karen Price
2024-05-17
I was in a very anxious state after divorce when I was advised to meet with Don. It made a huge difference to my life. I would not be in the secure position I am currently experiencing without his excellent expertise. Simple Solutions has expanded over the intervening years but what has not changed is the feeling of being listened to and concerns being addressed. I was very naive regarding finance before I met Don and I wish I’d met him years ago!! It’s not just Don. Whenever I contact the office everyone, Dylan, Ryan is helpful and friendly. Most importantly everyone does what they say they will doing in a timely way. As you can see I think Simple Solutions is fantastic.
Andy Bate
Andy Bate
2024-05-16
The friendly team at Simple Solutions has provided excellent advice and assistance over the past few years. From advice and actioning the consolidation my various small pensions into a single investment fund prior to retirement, retirement and financial planning guidance, and then transitioning to a full retirement plan for the future. Great work, highly recommended.
Julie Topping
Julie Topping
2024-05-16
Great advice from Dec and the team, consolidating all our pensions and giving us a clearer picture on our aims and goals. Fantastic service highly recommend Simple solutions, nothing is too much trouble to explain everything
gareth owen
gareth owen
2024-05-15
In 2008 I sat down with Don Wernham and he set goals for him and myself we are now in 2024 and every goal that we set ourselves back then has been achieved this is a very thoughtful company articulate in every sense and throughout this process Don has been extremely helpful in guiding my monies , I’m now retired and still have deep and meaningful conversations with him and which I may add are still positive the investment planning has been second to none always and now that the family are onboard for future investment this makes complete sense to me.
James Horrocks
James Horrocks
2024-05-15
I have nothing but praise for the way my financial situation has been managed, particularly in the all-important post retirement phase. The advice given has always been clearly explained with the pros and cons of any actions taken clearly discussed. It makes decision making relatively straight- forward.
Steve Beck
Steve Beck
2024-05-13
Brilliant ability to communicate complex financial scenarios into plain language. Complete trust in their advice regarding my planning for retirement.
Debs Sarris
Debs Sarris
2024-05-09
very professional service from Declan and his team and always available to talk through anything for you
jeff clarke
jeff clarke
2024-05-09
Great experience. I've been with Simple Solutions for several years now and I can't speak highly enough of them. Declan is very informative and certainly fills you with confidence when you are trusting somebody with your pension. I have always been given great advice and help with all of my financial decisions since I retired, leading to a very positive investment planning process and outcome.
Andrew Topping
Andrew Topping
2024-05-09
Declan and his team have really put my money to work and have made early retirement a possibility and not a pipe dream. Would recommend this company if you are looking for reliable and honest help with your money.
Ardent 726
Ardent 726
2024-05-08
Great company who are fantastic to work with and ensure you make the correct investment choices

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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