Simplicity Financial Planning Ltd

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Emily-Grace Beard

Booked an appointment with Sam to go through our pensions and discuss financials regarding returning to work after being on maternity leave. She was so knowledgeable and me and my husband felt so comfortable being able to discuss our current situation as well as what we were hoping to achieve. We have walked away with a huge back of information for us to have a look through at our own leisure. I really appreciate the time Sam has spent with us as it has increased both mine and my husbands confidence about our future.

charlotte lawrence

I always have an incredible informative conversation and feel completely at ease to share all my personal details. Both in person and online meetings you feel comfortable and welcomed, the knowledge and advice is always fast turn around and there is no pressure. Highly recommend ! Glad to have met Rachel!

Paula

Rachel kindly invited me to their (STUNNING!) cottage for some advice on Financial Planning. Between playing with dogs and chickens, admiring their veggie patch and just being surrounded by my favourite countryside vibe... We sat and discussed money. As for the young person, wanting to learn more about their financial situation and plan how to smartly move forward - Rachel is the absolute go-to star!! We went through the most important basic: - current financial goals - deposit! - savings & investments - pension If you're struggling, because the education system didn't offer financial literacy in their programme, or if you simply need a push - try learning more from Simplicity Financial Planning.

Foot Health Practitioner

I had a one to one with Rachel from Simplicity Financial Planning Ltd. She is so easy to get on with and puts you totally at ease. She is knowledgeable and goes above and beyond to help with advice. She explains things in such a clear simplistic manner. I would highly recommend her to anyone looking for solid financial advice.