Simple Financial Advice
3 Chapel Street, Cheshire East, United Kingdom
About Simple Financial Advice
At Simple Financial Advice, we understand that managing your finances can be overwhelming, confusing, and downright stressful. That’s why we’re here to help. Our establishment is located at Grosvenor House, 3 Chapel St, in the charming town of Congleton, United Kingdom. As a trusted finance institution, we’re committed to providing exceptional advice and guidance to individuals and businesses looking to make smart financial decisions.
Whether you’re looking to secure a loan, invest in the stock market, or simply create a sound budget, our team of experts is here to support you every step of the way. We pride ourselves on being a point of interest in the community, and we believe that financial literacy is essential to leading a successful and fulfilling life.
At Simple Financial Advice, we believe that finance should be accessible to everyone. That’s why we offer a wide range of services, including debt management, retirement planning, and mortgage advice. We’ll work with you to develop a personalized plan that addresses your unique needs and financial goals.
Our team of experienced financial advisors is dedicated to providing transparent, honest, and reliable advice. We understand that financial decisions can be complex, and we’re here to help simplify the process. From start to finish, we’ll take the time to truly understand your situation so that we can provide the best possible guidance.
If you’re looking for a trustworthy finance establishment in Congleton, look no further than Simple Financial Advice. Contact us today to schedule a consultation and take control of your financial future.
Photos of Simple Financial Advice
Grosvenor House, 3 Chapel St, Congleton CW12 4AB, United Kingdom
Opening hours of Simple Financial Advice
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Simple Financial Advice
"Great service from Mark. Explained the subtleties of annuity risk to me in relation to my GMP pension transfer with great patience! Thoroughly recommended."
"Mark Thewlis and his team provided me with regulated advice on whether to convert a GMP pension policy to an annuity or to transfer the funds into a SIPP. The advice provided was clear, substantiated by facts and unbiased. The process was complicated yet Mark and the team persisted to a clear, unbiased recommendation supported with facts. They also provided additional guidance on the LTA and it's impact on my options. I was very satisfied with the result."
"John and the team at Simple Finance are excellent and have given us perfect financial advice to help with our retirement planning. I would highly recommend them for any personal financial advise and investment requirements."
"John and the team at Simple have been great; they have guided me through the complexity of all the options for taking my pensions and giving me the re-assurance that I can afford to retire early. An excellent professional, structured and friendly service."
"We needed to review our pension portfolio prior to retirement, especially working our whether to retain one or both of our defined benefit schemes. A 'regulated' type review was required if we were to shift funds out DB schemes. Everything was conducted professionally over video conference calls. We received good clear advice taking us step by step, developing our understanding and helping us to reach our own conclusion in line with Mark's recommendation. Happy with the outcome."
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