Why choose us

Choosing who to go to for financial advice can be a hard decision – it’s your life and your livelihood, after all, so it’s important to make sure you find someone that’s a good fit.

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.

Down-to-earth 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.

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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