Business Details
Your Trusted Financial Partner in Glasgow
Established as a trusted financial advisory firm, we specialise in providing tailored mortgage, insurance, and debt management solutions. Our team of FCA-regulated professionals leverages extensive industry experience to deliver personalised financial strategies aligned with individual client needs. Utilising advanced 256-bit encryption technology, we ensure secure client data protection through our online portal while maintaining strict confidentiality protocols. Our service philosophy prioritises transparent communication and comprehensive financial education, supported by downloadable resources and interactive planning tools.With direct authorisation from the Financial Conduct Authority, we maintain rigorous compliance standards across all advisory services. Our client-centric approach combines technical expertise with empathetic guidance, demonstrated through positive customer testimonials highlighting professional competence and clear product explanations. Operating from Glasgow, we serve clients nationwide through both digital platforms and in-person consultations.
Services
Mortgage Advice
Insurance Brokering
Debt Management
Pension Planning
Equity Release
Buy to Let
Life Insurance
Home Insurance
Savings Strategies
Investment Planning
Highlights and features
- We are FCA-authorised and regulated for financial services compliance
- We use bank-level 256-bit encryption for client data protection
- Our team provides personalised financial guidance with clear explanations
- We offer comprehensive online financial planning tools and resources
- Our advisors have demonstrable experience in mortgage and pension planning
Associations and certifications
- Financial Conduct Authority
What people say
Extremely professional
Well informed
Very helpful
Great work
Brilliant job
Services
Mortgage Advice
Our FCA-regulated mortgage advisors provide impartial guidance on residential and buy-to-let financing options. We analyse market offerings from multiple lenders to recommend suitable products based on individual circumstances. Clients benefit from comprehensive affordability assessments and transparent explanations of loan terms and conditions.
Debt Management
We develop tailored debt repayment strategies considering all secured and unsecured liabilities. Our approach includes budget analysis, creditor negotiation support, and prioritisation frameworks while maintaining strict compliance with FCA guidelines. The online portal enables clients to track progress towards debt-free goals.
Pension Planning
Our specialists provide comprehensive retirement planning services covering state pension optimisation, workplace scheme management, and private pension arrangements. We assess current provisions against future needs and recommend appropriate investment vehicles aligned with risk tolerance and financial objectives.
Insurance Brokering
We offer independent insurance advice covering life, home, and critical illness coverage. Our comparative analysis considers policy terms, excess levels, and provider claims history to recommend cost-effective protection solutions. The service includes regular policy reviews to ensure ongoing suitability.
Financial Planning
Our holistic financial planning service integrates mortgage, investment, and pension strategies through a single coordinated framework. Using secure online tools, clients can visualise cashflow projections, set financial milestones, and monitor progress towards long-term objectives while maintaining data privacy compliance.
Questions
What financial services do you specifically offer?
We provide mortgage advice, insurance brokering, debt management, pension planning, and comprehensive financial strategies through FCA-regulated services.
Are you regulated by financial authorities?
Yes, we are directly authorised and regulated by the Financial Conduct Authority under reference number 617941.
How secure is your online financial portal?
Our portal uses 256-bit encryption technology with strict confidentiality protocols to protect client financial data.
Do you offer mortgage solutions for first-time buyers?
Yes, we specialise in first-time buyer mortgages with tailored advice on affordability assessments and government schemes.
Can you help with debt consolidation strategies?
Our debt management service includes consolidation options analysis, creditor negotiation support, and repayment planning tools.
What pension planning options are available?
We advise on state pension optimisation, workplace pensions, private schemes, and self-invested personal pensions (SIPPs) with risk-appropriate investment strategies.
Videos
Reviews (5)
Ujata D. Comrade
Jan 04, 2022
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Good works deserves good recommendation, I appreciate the effort of MR kevin McCarthycrypto for helping me work from home despite being quarantined. Profits been made weekly as he promised, i invested €700 and now making €8,200 weekly, All thanks to him, Wouldn’t have been easy during this lockdown he made me and my Family smile, Send him a DM and thank me later WhatsApp;+1(726)268_3019 Email;kenvinmccarthycrypto72@gmail.com
Jane Rodgers
Nov 08, 2020
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There isn't enough words to say how much this company and especially David helped me sort my mortgage out. Their dedication and persistence helped me get the best out of a bad situation. I cant recommend enough!
Gregor Burns
Nov 04, 2020
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I've worked along side the team at SimpleFP and can guarantee both Bobby and Millie do their very utmost to put the client first.
Bobby, Millie and Alex are very much focussed on bringing the right product and service to each respective client and prospective clients. The team at SimpleFP will not 'sell' you a product that doesn't suit, and if… they can't help you, they shall steer you in the right direction. I know this as I've witnessed it, at first hand.
Bobby Welsh and Millie are my first port of call for all things Finance, Pensions, Life Assurance and Mortgages. Honest to goodness
Bobby, Millie and Alex are very much focussed on bringing the right product and service to each respective client and prospective clients. The team at SimpleFP will not 'sell' you a product that doesn't suit, and if… they can't help you, they shall steer you in the right direction. I know this as I've witnessed it, at first hand.
Bobby Welsh and Millie are my first port of call for all things Finance, Pensions, Life Assurance and Mortgages. Honest to goodness
Chris Richards
Jul 02, 2019
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Great firm of financial planners, highly professional and knowledgeable. Special mention and thanks to Alex for all his solid actionable advice.
Grant Fraser
Oct 13, 2018
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Reached out to SFP with a few questions about the best mortgage deals available and was contacted immediately with helpful advice which was explained to me in a detailed yet simple way. A very friendly, transparent team who seem to genuinely have your best interests at heart. Highly recommended.
