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About Simplicity Financial Planning

Having gained valuable experience over the past 20 years advising clients face to face on their long term financial planning goals, I launched Simplicity Financial Planning Ltd, to continue my passion to bring straightforward, honest and simple to understand advice to those who need it. I offer peace of mind by becoming a trusted adviser to help my clients navigate through an ever more complex and evolving financial industry. I make sure I take the time to fully understand you and what makes you tick so that I can create and design the best financial plan for you which aims to achieve your long term plans and goals. The 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 www.sjp.co.uk/products. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 13/04/2023

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