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
Address
118 Bolton Rd W, Ramsbottom, Bury BL0 9PD, UKMore advisers in BuryOpening Hours
Regulated Services
Regulatory Information
- FRN
- 935827
- Status
- Authorised
- Date Authorised
- 1 March 2021
- Years Authorised
- 5 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (15)
Show all permissionsHide 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
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
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.