Read the answers to some common questions about Simply Pensions, our process and service.

Meetings

Currently the majority of our meetings are held via Zoom, which has worked really successfully for us over the past year. When appropriate we are more than happy to welcome you to our offices or visit you in your home.

Yes. there is plenty of parking at our Lancashire offices.

Advice

Our advice is provided by our two Financial Planners, Stuart and Gary McNeil.

Yes, we are regulated by the Financial Conduct Authority. You can find our entry on the FCA register by clicking here.

If either of our financial planners, Gary or Stuart, are away, you will have access to the other.

As you'd expect we charge fees for our service and advice. These depend very much on the circumstances you are in.

At retirement advice £2,000

Pre-retirement advice £1,500

Regular premium advice £900 (payable over 12 months at £75 per month). We are happy to discuss these in more detail should you have any questions.

Yes, as independent financial planners, we have unrestricted access to the whole of the market. That means you know if we recommend something to you, it’s solely because we think it is right for you.