Simply 1

Helping you achieve the financial stability and lifestyle you deserve

Protection

If your ability to earn an income is affected or stops completely, due to unforeseen circumstances, then your lifestyle/family may suffer. We help our clients prepare for the unexpected and protect themselves, their family and their property.

Freedom
The sooner you are able to replace your earned income with an alternative, unearned income, the sooner you can choose to stop working. We can help you achieve this financial freedom.
About to retire?
There are now a vast array of different products that may be used at retirement, from the traditional annuity, to Flexi-access drawdown which enables benefits to be taken either as a one off payment or over a number of years. Given the complexity and choice all individuals now have, it is important to seek independent financial advice before making any decisions.

Acquiring Property

We can assist in arranging finance to help buy your first/next property, buy-to-let, holiday home or commercial premises.

Investments

Where? How? With whom? We can offer advice and solutions based upon your circumstances, requirements and attitude to risk.

Savings
We all need to buy something that costs more than one months' salary at some point in our lives. More often than not, the interest you have to pay back, if you borrow money, is significantly higher than you can earn on your savings so it makes sense to try and avoid borrowing altogether and save in advance - we can show you how.
General Insurance
Whatever the type of property you live in, owned, rented, even if it’s ‘non-standard’, the chances are, we’ll be able help you to find the cover for buildings & contents you need.

Auto-Enrolment (Workplace pensions)

Employers: if you meet the governments’ criteria, then setting up a Workplace pension is something you cannot avoid. It can be stressful, time consuming, confusing and you can be fined if you don’t get it right – we can help by ensuring you satisfy the governments’ requirements and reduce the administrative burden.

Employees: we can advise on how to make the most of your retirement planning and new company scheme.