Simply Pensions Ltd - Rossendale

Simply Pensions Ltd is a reputable financial services company located at Address: Burnley Rd, Rawtenstall, Rossendale BB4 8EQ, United Kingdom. With a 1706212040 phone number and a user-friendly website at simplypensions.co.uk, the company stands out for its commitment to providing exceptional financial advice.

The primary focus of Simply Pensions Ltd is on offering expert guidance in the realm of pensions. This specialization makes them a go-to choice for individuals seeking comprehensive knowledge and assistance in managing their financial future. Their expertise in the field of pensions sets them apart from competitors, ensuring that clients receive tailored advice suited to their unique needs.

In addition to their Specialties: Financial advisor, Simply Pensions Ltd takes pride in providing accessible services. The company boasts a Wheelchair accessible parking lot, making it convenient for all clients to access their services. This attention to accessibility highlights their commitment to inclusive practices and accommodating diverse client needs.

With a strong presence on Google My Business, Simply Pensions Ltd has garnered valuable feedback from satisfied clients. The company holds a impressive Average opinion: 5/5, based on 6 reviews on Google My Business. This outstanding rating reflects the company's dedication to delivering top-notch service and building long-lasting relationships with their clients.

👍 Reviews of Simply Pensions Ltd

Adrian J.

5/5

I contacted Simply Pensions ltd 5 yrs ago after taking early retirement. I visited one of their offices and sat down to have a chat with Stuart , the questions and concerns I had about early retirement were eased by that first conversation. Over the following weeks any questions I had were again answered after a quick telephone call to the office. Five years later I can say becoming a client of Simply Pensions ltd was the best financial decision I've ever made . Everything has been handled very professionally, Stuart always answers my calls either straight away or after a meeting he may be in . We meet up face to face to review things and change things to suit my needs once a year or more often If I feel the need to discuss something .If I was to start the process again today, I would take the same path , thanks to Stuart and Simply Pensions ltd .

David T.

5/5

Simply Pensions have been managing my pensions for the last six years. Stuarts knowledge and advice has been invaluable and extremely helpful from day one, explaining everything in detail and helping me set out some realistic goals for retirement. Since working with Stuart I have seen very good returns on my investments and he is always on hand to help if I have any questions or concerns. I would highly recommend Simply Pensions services to anyone

David B.

5/5

I wanted to retire early having a complex collection of defined contribution pension plans that I would need to use for drawdown, plus some small annuities and my state pension kicking in a few years later. I needed some validation around long term cash flows for myself and my wife
I spoke to several Financial Planners prior to engaging Gary McNeil. I had many questions during our discussions, some basic, others more complex - he always provided prompt answers that I could understand.
He developed a time-based cash flow plan illustrating how we could retire early – the plan was based on our attitude to risk, our income requirements and a long lifespan estimate. He then advised on corresponding investments to support the plan and managed the fund transfers and other associated paperwork promptly.
Our experience was wholly positive, and I wouldn’t hesitate to recommend Simply Pensions to anyone either retiring soon or to younger people reviewing their long-term retirement plans.

Stuart J.

5/5

First rate advice and actions from a recommended and now trusted advisor. Feel very comfortable with advice and recommendations from Simply Pensions Ltd.

ken L.

5/5

Excellent service, very knowledgeable, very friendly and have meetings with a relaxed atmosphere. Would have no hesitation of recommending Simply Pensions to anybody needing financial advice.

Anthony L.

5/5

Over the past 30 years we have always received a professional service from Gary & Stuart