About Simply Pensions Ltd

Get expert independent advice on starting, transferring or accessing your pension with our transparent fixed fee offering. Or if you just want to make sure that your existing pension arrangements are on track come and talk to us!
After nearly two decades of financial planning experience, we have developed significant expertise in helping people with a wide range of pension based needs.We work extensively with people who are planning for their retirement, be it starting a pension, considering retirement or having already retired, they may have existing pensions and are looking for advice.We have an in-depth understanding of these people’s goals, aspirations and, most importantly, the best way to make them a reality.Based in Rossendale and Alderley Edge we work predominantly with people in the North West, but with the power of Zoom, we can now be accessible across the UK and have successfully started working with clients this way.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Business:
  • Group pensions
  • Group protection

  • :
  • Long term care

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