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:
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.