Reviews of Simplicity Financial Planning Ltd. (Financial Consultant) in Milton Keynes (Buckinghamshire).
Simplicity Financial Planning Ltd
Cairn Lodge, 1 The Grn, Woughton on the Green, Milton Keynes MK6 3BE, United Kingdom
Description
Information of Simplicity Financial Planning Ltd, Financial Consultant in Milton Keynes (Buckinghamshire)
On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.
This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.
Map
Open hours of Simplicity Financial Planning Ltd
Sunday
Closed
Monday
9am–5pm
Tuesday
9am–5pm
Wednesday
9am–5pm
Thursday
9am–5pm
Friday
9am–5pm
Saturday
Closed
Reviews of Simplicity Financial Planning Ltd
D. S.Sam and the team have been superb in assisting with various areas of our financial planning. They have helped with our retirement planning and successfully consolidated our various pensions in to one place. The advice and help we received was first class and they always put our best interests first. They talked us through all aspects of our retirement planning to make sure it was the best option for our needs. Thanks Sam & the team for all your help.
P.Rachel kindly invited me to their (STUNNING!) cottage for some advice on Financial Planning. Between playing with dogs and chickens, admiring their veggie patch and just being surrounded by my favourite countryside vibe... We sat and discussed money.
As for the young person, wanting to learn more about their financial situation and plan how to smartly move forward - Rachel is the absolute go-to star!!
We went through the most important basic:
- current financial goals - deposit!
- savings & investments
- pension
If you're struggling, because the education system didn't offer financial literacy in their programme, or if you simply need a push - try learning more from Simplicity Financial Planning.
K. E.Sam and Rachel at Simplicity have been so wonderful to work with over the past few months! I first approached them feeling totally confused about how I should be saving, what protection I needed, and how to make the most of my finances through life. They've both been very understanding, explained everything I needed to know in a really clear and easy to understand way, and have made me feel confident about money. I recommend them to virtually everyone I meet, and will certainly be turning to them for advice for many years to come.
G. W.Sam and the team, are always available, professional, corteous and above all, totally reliable!!
I am sure that, like me, there are many of you out there, thinking about if/how to use your Pension, to meet your personal and family goals more achievable. Sam helped me with all aspects of my "retirement planning"; my aspirations are now more measured, totally achievable (following sound, reasoned advice) and in place. It feels good to have a weight off my shoulders!!
I cannot recommend Sam highly enough; she's made a real difference to my life. Sam's advice, which is now my knowledge, has empowered me to make informed decisions.
Thank you Sam, I look forward to continuing our financial planning arrangements, should I achieve current plans and I later, aspire for more... as you've shown me that I can, in time... it's great to have you "by my side"!
S. v. S.We have had a great experience with Simplicity; Rachel sat down with us and went through our finances in detail, looking into our current situation, obligations and future goals with a pragmatic and non-judgemental approach. They have a low barrier to entry which is great for us as a fairly young couple at the beginning of our financial lives, hoping to make the right moves and build a stable foundation for ourselves in the coming years. We hope to continue working alongside Rachel and Simplicity in the long-term as our situation and goals evolve.
P. W.We are very happy with the help, advice and quick responses we receive from Simplicity. Very happy with this companies financial planning and personal treatment.
Contact
Photos
