SIMPLE FINANCIAL ADVICE - Key Persons
Having worked in Financial Services for over 15 years, Andrea brings a wealth of knowledge and experience to the company and is responsible for the client administration and client processes. Her focus is to ensure that clients are always provided with the highest levels of service.
I'm Debbie Stone, and I've been working with Mark Thewlis at Simple since autumn 2021.
My partner is due to retire next year and so we needed to decide what to do with his and my pension. We both have defined benefit schemes as part of our pension pot. We wanted to have both of them reviewed at the same time to make decisions about what to do. That prompted us to start looking around for somebody to give us advice.
When we started looking for an adviser, I spoke to a friend of mine who works for Pensions Wise. She pointed me towards the Money Helper website and told me the kind of things I should look out for in our circumstances. I went onto the government Money Helper website and looked for the right kind of adviser. We needed somebody who could advise on transferring defined benefit pensions. My friend told me to look for somebody who's got the gold standard. That was important, and Simple came up on that list.
We had an initial interviews with several different advisors, but what we found when we spoke to Simple was that it was very simple. We felt an instant connection. We spoke to John initially and felt a connection with him. We like the kind of questions he asked, which made a lot of sense to us. Then, when we had our first conversation with Mark, it was similar, we felt a connection; this was somebody we could trust, and we could have a relationship with and work with. So, that was important to us and really helped us to make the decision.
With over 20 years administration experience, Leanne's role is to ensure that all office procedures and processes are compliant with regulations. With previous ISO experience Leanne is onboard to assist in driving forward the outcomes from meetings and implement any operating changes.
Job Titles:
- Pension and Tax Specialist
Job Titles:
- Fellow of the Personal Finance Society
- Pension and Tax Specialist
Steve is a Fellow of the Personal Finance Society (PFS) - the highest designation awarded by the Personal Finance Society. Completion of the Fellowship programme shows that Steve has attained and maintained the most prestigious level of professional financial planning achievement and that he adheres to a stringent professional Code of Ethics.