Simple Financial Planning Reviews 

42
•
TrustScore 4.5 out of 5

4.7

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Rated 5 out of 5 stars

We had a great experience securing our loan with Jack. He was very helpful and got us the best product to suit our needs. Everything was done quickly, Jack even worked later than I would normally expe... See more

Company replied

Rated 5 out of 5 stars

I cannot praise Jack and Laura enough. My credit score was less than perfect but it was 3 days from the initial call until confirmation of completion for my 2nd charge. No judgments, no sales tactics... See more

Company replied

Rated 5 out of 5 stars

Fantastic customer service from Jack Stewart and Callum Scrimgeour. Both have been amazing help with securing a loan. Thank-you so much for your help and fast responses.

Company replied

Rated 5 out of 5 stars

We had a phone consultation from Craig mcCarron who has helped us to arrange new life insurance for our mortgage and extra insurance which will help our children if anything we’re to happen to us.... See more

Company replied

Company details

  1. Financial Planner
  2. also in
  3. Debt Relief Service
  4. Financial Consultant
  5. Insurance Agency
  6. Mortgage Broker

Written by the company

Whether it’s planning to become debt free or a plan for retirement we have qualified professional money planners that would be more than happy to help you choose the right money plan for your current circumstance. We have years of experience and our company is directly authorised by the FCA and can offer a wide range of financial advice on Mortgages, Insurance, Savings and Investments.


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

42 reviews

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4.7

All reviews

(42)

4 reviews in the last 12 months

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Rated 5 out of 5 stars

The team at Simple FP were helpful &…

The team at Simple FP were helpful & knowledgeable throughout making the remortgaging process extremely easy for us.
We would definitely use again

December 20, 2021
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Reply from Simple Financial Planning

Hi Richard,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of our clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Simplefp

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Rated 5 out of 5 stars

Amazing service

Amazing always available for any questions and very helpful. I have used before for remortgaging but this time we bought a new build home and the service was amazing Thank you so much. We will be using them again

December 14, 2021
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Reply from Simple Financial Planning

Hi Sharon,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of our clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Simplefp

Rated 5 out of 5 stars

I can’t fault Craig from Simple…

I can’t fault Craig from Simple Financial Planning. His attention to detail were exemplary to ensure he met my needs in full making the whole process simple and straightforward for me.

December 11, 2021
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Reply from Simple Financial Planning

Hi Laura,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of out clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Simplefp

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Rated 5 out of 5 stars

Very professional

All aspects of the policy were well presented and explained fully.

October 22, 2021
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Reply from Simple Financial Planning

Hi Greg,

Thank you for your review. We are glad to hear that your adviser explained everything thoroughly.

Simplefp

Rated 5 out of 5 stars

Fast flowing top class

October 21, 2021
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Reply from Simple Financial Planning

Hi Ray,

From everyone at Simple Financial Planning thank you so much for your kind words.
We work hard to meet all our clients goals and objectives.
If you need anything else please don't hesitate to get in touch

Regards

Simplefp

Rated 5 out of 5 stars

Very friendly helpful service

Very friendly helpful service. Everything explained so I could understand fully what was happening. I would definitely recommend to anyone.

October 21, 2021
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Reply from Simple Financial Planning

Hi Elaine,

A massive thank you for your kind words above from all of the team at Simple Financial Planning. If there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Simplefp

Rated 5 out of 5 stars

Hi I recently swapped my partial…

Hi I recently swapped my partial interest free mortgage to full repayment with the help of Simply Financial Planning. They were very easy to use, kept myself updated regularly until everything was arranged and completed. I would highly recommend them.

October 18, 2021
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Reply from Simple Financial Planning

Thank you Julie from everyone at Simple Financial Planning for your kind words. We are so glad that we have met your expectations.

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Rated 5 out of 5 stars

Life Insurance

We recently had our Life Insurance Policy reviewed by Simple Financial Planning and the whole experience was excellent .A special thanks to Mr Craig McCarron , he dealt with our application from start to finish professionally and efficiently. He explained everything to us , answered all our questions honestly and made it a very personal experience , it was like dealing with a good friend, nothing was too much trouble for him .Thankyou

September 21, 2021
Rated 5 out of 5 stars

Quick

Quick, efficient and very helpful from start to finish, Millie was always available to speak to whenever we were unsure of what to do

September 1, 2021
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Reply from Simple Financial Planning

Thank you for the kind words, we are so happy to hear about the service you have received and thanks for sharing to hep spread the word. We appreciate your review and if there is anything else we can help with please do let us know.

Regards

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Rated 5 out of 5 stars

Fantastic service

Fantastic service. Gary our advisor was so helpful and friendly and always stayed in contact with us. They helped us when many other companies didn’t think our situation was hopeful because I had a low credit score. It was such a smooth process from start to finish. Highly recommend

August 3, 2021
Unprompted review
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Reply from Simple Financial Planning

Hi Rachel,

Great to hear about the service you have received and thanks for sharing to hep spread the word. We appreciate your review and if there is anything else we can help with please do let us know.

Regards

Simple Financial Planning

Rated 5 out of 5 stars

I recently had financial help from…

I recently had financial help from simple finance , I cannot recommend them highly enough. The advice & understanding I got from Stuart was invaluable to me. He organised everything . Highly recommend.

June 2, 2021
Unprompted review
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Reply from Simple Financial Planning

Thanks for your kind words from everyone at Simple Financial Planning.

Rated 5 out of 5 stars

Good, honest advice

I wanted to ensure that not only was my income protected but also that if anything did happen then my family wouldn’t need to worry about finding money at short notice. I didn’t know how to sort through all the different options and decide what was and wasn’t necessary.
The Protection Manager, Alex Schmitt, helped me to work out what I did and didn’t need, and took into account things I wouldn’t have thought of in his assessment.
Having the cover gives me peace of mind, not just for me but also for my family. I hadn’t heard of insurance trusts before, but Alex explained all about these to me and set this up as part of the process so that my loved ones automatically get an upfront payment without any stress if it is ever needed.
The whole process was easy, stress free and without any heavy handed sales tactics, just plain talking common sense.
Would, and have recommended SimpleFP to friends and colleagues as genuine professionals who really know their business.

September 30, 2019
Unprompted review
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Rated 5 out of 5 stars

Clare and mille where great

Clare and mille where great , very helpfull and made the full remortgage process easy for me , excellent

December 21, 2018
Unprompted review
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Reply from Simple Financial Planning

Craig,thank you for your feedback its always great to hear when our clients have had an excellent experience. Its what we strive for. SimpleFP

Rated 5 out of 5 stars

Excellent service

Excellent service, first class and so friendly too. Been a pleasure from start to finish thank you

October 10, 2018
Unprompted review
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Reply from Simple Financial Planning

Hi Dawn
Thank you so much for your lovely feedback – it is our pleasure to be able to assist you and we do hope that you continue to come back to us for financial advice.
Thanks again for all of us at SimpleFP!

Rated 5 out of 5 stars

Excellent financial advice company who…

Excellent financial advice company who I have used for over 4 years and would not use anyone else. This companies knowledge and expertise really is outstanding - I would highly recommend using SimpleFP for any financial planing - I have used them for loans, mortgage, insurance and will continue to use their services.

September 26, 2018
Unprompted review
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Reply from Simple Financial Planning

Thank you so much for your kind words, we love to hear good news from our clients and it honestly makes our job that bit more enjoyable having the pleasure of working with clients like yourself on an ongoing basis. Thanks for all your support and heres’ to the next 4 years!

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