What makes us different?
Most financial advice firms want to achieve an improved financial situation for you as as result of working together, and we’re no different. It’s what we do! But we also think our value goes a bit deeper than just performance. Here are some of the other reasons people choose to work with us.
We’re a family business
A family business with family values, our friendly and open approach is the kind where nothing is ever too much trouble. We love working with families too – it’s not unusual for us to advise multiple generations!
The right balance
Our family set-up means we benefit from a great balance of skill sets. We combine trusted experience and knowledge with new technologies and processes, resulting in a quality, multifaceted service.
We firmly believe that good financial advice isn’t about using complicated language.
We’ll never bamboozle you with jargon or buzzwords, but instead, speak to you as human beings.
A culture of learning
We’re always looking for ways to improve what we do, and are committed to learning and expanding our knowledge. That passion extends to helping our clients learn too. We care about bringing you on this journey with us as a fully informed decision maker.
Our great reputation
We’re proud of the wonderful reputation we’ve built over the years, one that’s spread and shared throughout our local community. Many of our new clients come to us as a result of a close recommendation – a true testament to our standard of service.
Unique financial management
We build truly bespoke financial plans for our clients, taking every aspect of their lifestyle and aspirations into consideration to ensure their money works for them, in a way that is unique to them.
We are delighted to have been accredited with BS 8577. This is the only British Standard for financial planning and advice businesses. It provides a framework for best practice for embedding an effective operational management system. The accreditation demonstrates and recognises our consistency of approach and places our commitment to best practice at the heart of our business.
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.
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.
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.
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.
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.
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.
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.