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Grosvenor House, 3 Chapel Street, Congleton CW12 4AB, UK

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Vicky Roberts

Director
Simple Financial Advice Limited
At Simple, we use our expertise to provide simple solutions to our clients' pension and retirement challenges.

Our team has over 80 years' experience. In that time we've been advisors, consultants, planners and trainers. And we've helped hundreds of people to choose the right pension scheme, optimise existing arrangements, and make sense of over-complicated expensive portfolios.

We have been awarded the Pension Transfer Gold Standard.

That means we adhere to a set of strict principles that guide our practice. As a result, you can be confident that you are dealing with an ethical and professional advice firm who have your best interests at heart and aren’t trying to sell you anything.

We provide specialist advice and support with:

⚪ Pension reviews

We have all the necessary FCA permissions, insurance, qualifications and experience to advise on both defined contribution and defined benefit schemes and are specialists in both company and personal pensions.

⚪ Retirement income

We’ll look at your personal circumstances, piece together your current arrangements if you have multiple pension pots, and explain all your options. We will then recommend ways to structure your different

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