Supporting the campaign for greater transparency, and a fairer deal for savers and investors.
When it comes to retirement planning, confusion reigns.
Too much jargon. Too many complications. Too many middlemen. Most of whom appear to help no one. Except the person actually in that job.
But we all have to do something. There's no getting away from it. If we want to retire well, we have to get organised.
Simplified Money was set up because we felt the frustration. Of wanting help, but without you needing to give up control.
So that's what we offer. Straightforward answers to (relatively) straightforward questions.
So you can relax about tomorrow - and get on with living today.
Questions you should probably ask
(so we answered them anyway)
A Simple Four-Step Strategy
We work out what you're worth, what you need to have 'enough' - and run some scenarios to see what might happen, if...
We examine your existing plans closely, and will call out unnecessary complication or ridiculous fees
We take you through our findings, show you what's possible and benchmark your position so you can watch it progress
Your action plan gives you the next steps to get you moving . And (if you need major repairs) referral to an expert who can help you take that on