Simply Pensions Ltd
aka Jon Naylor Financial Services, Simply Pensions Ltd
About
Simply Pensions specialises in providing bespoke pension advice and recommendations in clear, jargon-free English that’s tailored to your personal goals.
Source: simplypensions.co.ukContact & Location
Regulatory Information
- FRN
- 935827
- Status
- Authorised
- Date Authorised
- 1 March 2021
- Years Authorised
- 5 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓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
- 04232354
- Company Status
- Active
- Incorporation Date
- 11 June 2001
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66220
Team (3)
Stuart McNeil
ApprovedCertifiedGary Brian McNeil
ApprovedCertifiedJon Naylor
Certified
Google Reviews
15 reviews on Google
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Quick Facts
- Bury, North West
- 5 years FCA-authorised
- 4 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 04232354
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Data Sources
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.