Simple Financial Advice Limited

Name: Simple Financial Advice Limited
Address: 3 Chapel Street, Congleton, Cheshire, CW12 4AB, GB
Telephone: 0800 434 6337
Price range: $$
Rating: 4.9

aka Simple Financial Advice, Simple Financial Advice Limited

Authorised FRN 456653 4.9 (18)

About

Fixed-fee financial advice with no additional costs. Get clear guidance on pension reviews, retirement planning, and your long-term financial future.

Source: simplefinancialadvice.co.uk

Contact & Location

Address

Grosvenor House, 3 Chapel St, Congleton CW12 4AB, UK

More advisers in Cheshire East

Phone

0800 434 6337

Website

simplefinancialadvice.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Pensions Retirement Investments

Regulatory Information

FRN: 456653
Status: Authorised
Date Authorised: 1 November 2006
Years Authorised: 19 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (5)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 05893692
Company Status: Active
Incorporation Date: 1 August 2006
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 October 2024
SIC Codes: 66290

Team (18)

John Robert Wilkinson
ApprovedCertified
David Mark Thewlis
Certified
Victoria Roberts
No longer required
James Adam Ellithorn
ApprovedCertified
Fiona Mary Louise Collinson
No longer required
Steven Christopher Davis
No longer required
Timothy Haynes
Certified
Stuart David Maddocks
Certified
Ian Stuart Griffiths
Certified
Nicholas John Green
No longer required
Mohammed Kutub Uddin
No longer required
James William Hogg
Certified
Anne-Marie Naylor
No longer required
Andrew John Dugdale
No longer required
David Alexander John Taylor
No longer required
William Peter Harrison Ingall
No longer required
Abby Lauren Baker
No longer required
David Stanley Mawson
No longer required

Google Reviews

4.9

18 reviews on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Congleton, North West
19 years FCA-authorised
20 registered individuals
3 specialisms
5 FCA permissions
CH 05893692

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.