Welcome to Simply Pensions

We are a team of knowledgeable and experienced Financial Planners.

We specialise in providing bespoke pension recommendations to people planning for retirement. We offer comprehensive, jargon-free advice that is tailored to your situation, needs and personal goals.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate Tax Planning and Estate Planning.

Transferring out of a Final Salary pension is unlikely to be in the best interests of most people.

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:

Working with us

We will make your experience as smooth and enjoyable as possible. Find out a bit more about why you should choose us, our client journey and the stories of the real people we’ve helped:

Why choose us?

We are an experienced family firm who specialise in working exclusively with people who are planning for retirement.

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Your journey

Each step of your financial planning journey is essential to the destination of your desired retirement lifestyle.

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Client stories

We’re incredibly proud of the work we do for our clients. Here are the stories of some of the people we’ve helped.

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Free downloadable guides

Our guides cover topics such as Final Salary pensions 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. You are invited to visit us in our Rossendale office, but we can also visit you out of hours in the comfort of your own home if you prefer.

Stuart McNeil

Financial Planner

Meet Stuart

What do our clients have to say?

Meet some of our clients

Funding retirement – Tim

After going through two costly divorces, Tim hadn’t managed to build up any meaningful savings. He wanted to retire but was looking for guidance on what to do with his Final Salary pensions.

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