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:

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 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.

Stuart McNeil

Financial Planner

Meet Stuart

Gary McNeil

Chartered Financial Planner

Meet Gary

What do our clients have to say?

Meet some of our clients

Consolidation of pensions – Paul

Paul had just hit his forties and having saved into various personal pension plans throughout his adult years he wanted to make sure that his pension funds were best placed to meet his future retirement objectives.

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Starting a pension – Chloe

Chloe’s personal training business had just reached its 1st anniversary and was becoming quite profitable having secured contracts with several corporate businesses.  Now in her late 20’s she realised that at some stage it may be wise to plan for the future.

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Passing down wealth – Joanne

Joanne wanted to retire. She had been suffering from ill health for many years, therefore wanted to ensure her pension could be passed down to her daughters in the event of her death.

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