Get expert advice. Detailed, strategic, simple. Got a pension? Get peace of mind.
Understanding our customers as individuals is vital to our service, we listen to all circumstances and acknowledge everyone has different needs. We are here to help.
We want to help provide products and services that match the needs of the customer. Treating the customer fairly comes from our informative, honest and impartial advice.
We want to make it easy for you to have the right tools & trusted advice. We want to help you to move forwards.
There’s a saying:
When was the best time to look at your pension arrangements? Years ago. When’s the next best time? Right now.
Small differences to your pension can compound into massive differences down the line. Even if you’re close to retirement, the approach you take will determine how much of your pension you keep.
Often the problem is that we don’t know what we don’t know. Sense-checking can give you the confidence that you’re doing the right thing for your future & your family’s future &, when done well, it can mean a difference of tens or even hundreds of thousands over your retirement.
Savvy pensionholders are using our services to:
Simple Financial Planning Portal allows you to connect all your accounts, investments, assets and borrowing in one place. You can set financial goals and milestones and track progress. Our online portal is bank security encrypted allowing you to plan and track your money with confidence.
See what others are saying about the “Readiness to Retire Wealthy” Audit. Real stories from people who have taken control of their financial future and are on their way to a wealthy retirement.
I was unsure about my retirement plans until I took the Wealthy Retirement Audit. The questions were straightforward, and the results were eye-opening. The actionable insights helped me understand exactly what I need to do to ensure a secure and enjoyable retirement.
Taking the Wealthy Retirement Audit was a turning point for me. The personalized report provided clear steps to improve my financial readiness, and the process was quick and easy. I now have a solid plan for my retirement, and I feel confident about my financial future.
Our advisers are ready to help with all circumstances. By working with you & understanding your options, they can find the best solution for your situation.
Enquiring with us only takes 30 seconds and won’t affect anything else.
Simply put, a savvy advisor will know more about your options when they can learn about your situation. We want to make the time we spend with you the most valuable use of your time. We enjoy helping our customers & get excited when we can improve their future in a way that they’d not considered.
An initial discussion would not incur any fees. There would be no obligation following this. If you would like to proceed, any fees relating to products or services will be clearly outlined.
There are two things to think about here. Firstly, what is your relationship with your current advisor, how much do you feel you understand about your financial arrangements & how often do you speak? If your advisor is not being pro-active or if you feel there’s something you might be missing, we’d be happy to talk.
Secondly, there’s no harm in getting a second opinion. You’re not obliged to take anything further with us & there’s always the possibility that it could make a big difference.
Yes. Although younger people often overlook this, the sooner you take control of your pension arrangements, the sooner you can ensure that your financial future is on the right trajectory.
This is all the more reason to talk. We have an extremely experienced team & can make the biggest difference where we have complexity. This can often give us more options.
We are covered by GDPR rules, governed by the FCA, our governing body & we use bank-level encryption for our clients online Simple Financial Planning portal. We will never pass your details on to 3rd parties without your consent.
That’s not a problem. We want to ensure you have the right information & are confident that, if we can offer you value, good ideas & a good relationship, you’d be prepared to work with us. If you don’t, or if the time’s not right, we won’t take it personally.
We’ll give you one point of contact who will understand your situation & what you are trying to achieve. Our team will run around behind the scenes but we’ll ensure that you’ve got one point of contact to make things efficient for you & that we are able to get things moving.
HCS Building, 18-20 Eagle Street, Glasgow, G4 9XA
Tel: 0141 343 7654
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