Retirement Planning made Simple

So you can relax about tomorrow. And get on with enjoying life today


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Retirement MOT

A personalised health check for your financial plan


Asset Hours

When you just want to TALK to someone


Clinics & Workshops

Learn about money in groups and in the workplace


Are you saving 'enough' for retirement?

Trying to find out should be simple. But whenever you ask for help, it's either expensive, complicated, or takes up so much time time, you see whole weekends disappear.

However, you know that the longer you leave it, the bigger any problems might get.


If you could just get a sense of what you have. If you could understand your options. You could at least get started. Without all this worrying that you're doing the wrong thing.

At Simplified Money, we offer training, classes and webinars to help you make sense of things. And Retirement MOT checks to assess how far you've already got.

No jargon, no confusion, no products to sell. And no tie in. Just impartial assessments, guidance and information. To help you get your money in shape, and fit for a future you'll love.

What we do

Help you make sense of your money

Cut through the jargon and complication

Believe you can take control of your own finances

Guide you through the myriad of options you face

Help you avoid unnecessary expenses and fees

Consider it's possible for anyone to become wealthy

What we don't do

Sell products

Receive money for rating products


Take fees for introducing you to others

Think 'rich' and 'wealthy' are the same thing

Consider that expensive is always best

Insist that financial planning has to be complicated 

From our Blog

Your Best Retirement


Download our Guide to the 6 steps you can take NOW to start building yourself a fabulous future.

"I can’t tell you how happy I am with everything you have done.  I would never have got through this without you."

Valerie, Berks

"You have been fantastic, and I really appreciate your support with helping me set everything up. I'm very glad I chose you..."

Andy, Devon

"Thank you for getting me interested in pensions. You've given me my Sundays back"

Andrew, Worcs

Start with Simple Steps

Join our growing bunch of like minded investors, trying to do right by our money. Without being bamboozled. Losing out. Or paying too much for the privilege.


Simple Steps brings you tips on how to get started. Updates on key developments. And perhaps also provide the odd smile when we find examples of complication in overdrive...

You'll be added to our small but growing army of disgruntled and sometime confused investors who get updates and ideas on how to do right by their money.


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Simplified Money Ltd is registered in England, no: 9740076; Registered Head Office 7/8 Eghams Court, Boston Drive, Bourne End, Buckinghamshire SL8 5YS

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