Simple Wealth Solutions

: 38 Artillery Drive, Thatcham, Berkshire, RG19 4RW

: https://www.simplewealthsolutions.co.uk/

: FCA Number: 949781

Number of Employees

No. of Financial Advisers: 1
No. of Employees: 2

I started work in the Finance industry over 30 years ago.
Working in London for the largest Friendly Society in the World; Liverpool Victoria.

I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your wealth.

I have lived and worked in many Countries outside of the UK including Spain, Switzerland France and Sweden offering financial advice to expats and International workers.

As a fully qualified wealth manager with experience in both local and international financial services, I am now dealing exclusively with people resident in the UK.

I take the time to understand who my clients are, the stories behind their lives, where they are now and what they wish to achieve in the future. Customer care is at the very heart of my business model.

Whilst there will always be some similarities with your goals, such as being able to retire comfortably, buying your first home, supporting your children through university, having life changing holidays etc, the details are often unique and personal to you.

I take the time, in a relaxed manner, to understand the individual needs of each client and recommend the best possible solution.

Life can be challenging enough, so my role is to substitute confusion with SIMPLICITY.
I believe in solutions that match my clients requirements and explain the options available without the jargon.

My experience and expertise covers Pension Planning, Financial Planning, Wealth Management, Investment Advice, Retirement Planning, Tax Advice and Trust and Estate Planning. In addition protection products including specialist Insurance and Mortgage lending.

I have a high level of knowledge and on the ground experience, covering advisory services to individuals and the development and delivery of pension solutions.

I provide a no obligation initial meeting in order to ascertain your requirements; contact me on 07960 240366 or email [email protected]

Trusts are not regulated by the Financial Conduct Authority

Your home or other property may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products.
The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

SJP Approved xx/xx/xxxx

Fees

When you invest with St. James's Place you pay for the advice and the products recommended. You will receive a personalised illustration which sets out how these charges apply to your specific investment from your St. James's Place Partner prior to you making an investment and incurring any of these charges. For more information please visit https://www.sjp.co.uk/charges

Social Media

Simple Wealth Solutions is based in Thatcham, has one financial adviser in Financial Services. Simple Wealth Solutions is registered with the FCA (registration number: 949781). You can check the firm registration with the FCA here.

Simple Wealth Solutions are approved by the FCA to give advice on:

Pensions & Retirements
Financial Planning
Investments
Mortgage
Equity Release
Life Insurance
Insurance
Commercial Insurance
Debt

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Simple Wealth Solutions from the Motorway

From the M4, exit at junction 13, following the signs for the A34 to Oxford/Newbury. At the ensuing roundabout, take the third exit to join the ramp onto the A34 towards Southampton/M3/Newbury. Remain on this road until you see a ramp for the A34 and follow it. Proceed with a slight left turn onto the A339.
As you reach the next roundabout, take the second exit onto Western Avenue/A339 and continue on A339. Continue straight onto London Road/A4, navigating through one roundabout.
Turn slightly right onto Lower Way and proceed to the following roundabout. Take the second exit onto The Moors. Continue to the next roundabout, taking the second exit onto Station Road. Progress to another roundabout, this time taking the first exit to stay on Station Road. Navigate through one more roundabout on this road.
At the final roundabout, take the second exit. You will then continue onto Urquhart Road. Make a left turn onto Artillery Drive, a restricted usage road. Your destination will be on the right.

List of advisers under Simple Wealth Solutions:

Simple Wealth Solutions is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.