Simplicity Financial Planning Ltd - Milton Keynes

Address: 1 Turpyn Ct, Woughton on the Green, Milton Keynes MK6 3BW, United Kingdom.
Phone: 1908107270.
Website: simplicityfp.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 5/5.

Location of Simplicity Financial Planning Ltd

1908107270

Simplicity Financial Planning Ltd is a financial planning company located at Address: 1 Turpyn Ct, Woughton on the Green, Milton Keynes MK6 3BW, United Kingdom. They can be reached at Phone: 1908107270. Their website can be accessed at Website: simplicityfp.co.uk.

This company specializes in providing financial planning services, with a team of experienced financial planners ready to assist clients in achieving their financial goals. They offer a wide range of financial planning services, including retirement planning, investment planning, tax planning, and estate planning.

Simplicity Financial Planning Ltd is committed to making their services accessible to everyone, and as such, they offer wheelchair-accessible parking and toilets. However, it is important to note that an appointment is required to ensure that their team can provide the necessary time and attention to each client.

According to Google My Business, Simplicity Financial Planning Ltd has received a total of 23 reviews with an impressive average opinion of 5/5. This is a testament to the high-quality financial planning services that they provide to their clients.

If you are looking for a reliable and experienced financial planning company, Simplicity Financial Planning Ltd is an excellent choice. Their team of financial planners is dedicated to providing personalized financial planning services tailored to each client's unique needs and goals.

To learn more about Simplicity Financial Planning Ltd and their services, we recommend visiting their website at simplicityfp.co.uk. You can also contact them directly at 1908107270 to schedule an appointment. Take the first step towards achieving your financial goals with Simplicity Financial Planning Ltd.

Reviews of Simplicity Financial Planning Ltd

Simplicity Financial Planning Ltd - Milton Keynes

Foot Health Practitioner

5/5

I had a one to one with Rachel from Simplicity Financial Planning Ltd. She is so easy to get on with and puts you totally at ease. She is knowledgeable and goes above and beyond to help with advice. She explains things in such a clear simplistic manner. I would highly recommend her to anyone looking for solid financial advice.

Chloe Green

5/5

Rachel has been absolutely fantastic – with her straightforwardness, warmth and total lack of pretension, she has guided me through the baffling world of pensions and given me a huge boost in confidence and peace of mind. She speaks kindly and plainly, which is a heaven-sent for those of us not versed in the world of financial planning!

Paula

5/5

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.

Juliet Firstbrook

5/5

I highly recommend Simplicity Financial Planning after an hour long consultation with Sam. She listened attentively, and gave me good, wise and practical advice. It's not easy talking about finances but she made it simple to understand and made me feel at ease throughout the conversation. Don't hesitate to contact this company if you need advice.

Michaela Clark

5/5

I cannot recommend Simplicity highly enough. Sam and her team helped walk my mum through every stage of taking her pension. Simplicity made sure we fully understood the information being shared and they were happy to repeat any information we struggled to understand. They are a knowledgeable and approachable team who honestly want to help you make the best financial decision for your future.
I will be recommending Sam and her team to everyone I know!

Kellie Brownlee

5/5

From my first enquiry to the first face-to-face meeting to discuss my pension and life insurance, I was very impressed. Rachel explained my pension to me so clearly that I understood what it all meant for the first time in my working life! Rachel's straightforward approach was refreshing as she cut through the jargon, making understanding my finances simple! I would wholeheartedly recommend their services.

Kim Weston

5/5

GREAT EXPERIENCE ! Came away from visit feeling reassured and knowing what steps I need to take, as advice was clear, consise and I felt like I had been really listened to. Sam is a delight and so approachable and I would recommend her to anyone. The office is easily accessable and parking good near by. Best rgards to the team small but mighty.

Katie Earl

5/5

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.