Welcome to Simply Pensions
We are a team of knowledgeable and experienced Financial Planners.
We specialise in providing bespoke recommendations to people planning for retirement. We offer comprehensive jargon free advice that is tailored to your situation, needs and personal goals.
Who we work with
As our name suggests, we work exclusively with people who are planning their retirement.
We have an in-depth understanding of their goals, aspirations and, most importantly, the best way to make them a reality. With this in mind, we typically work with:
Free downloadable guides
Our guides cover topics such as pension consolidation starting a pension and getting ready for retirement. The guides are available for you to read and download for free online.Get your guide
Meet the team
We are a family-run financial planning firm based in Rossendale, Lancashire. Combined, our Financial Planners Gary and Stuart have nearly 40 years’ experience in the financial services industry.
Whatever your pension and retirement requirements, we are here to help. We are more than happy to meet in person at our Rossendale office or in the comfort of your own home, but equally we have been successfully holding meetings via Zoom, meaning we are available to people across the UK.