Simply Advice was established by Martin Antoney and Keith Foy in 2017 on the premise of providing a dedicated service to clients who value dealing with a local and accessible adviser.
Between them, they have over 50 years of experience in financial services, supported by a friendly and knowledgeable back office team with more than 30 years of experience in financial services.
Our offices in Somerset and Devon are the perfect base for linking us with private and corporate clients throughout the South West and beyond.
At Simply Advice, we recognise that, when it comes to financial planning, there’s no such thing as one-size-fits-all. A tailored approach is always required, one that takes into account your current circumstances and crucially, your future plans.
When it comes to looking at your individual needs, we use our expertise and state of the art technology to provide a bespoke solution to help you achieve your financial goals.
The Right Financial Plan
Developing a financial plan involves us spending time getting to know you, understanding your current situation, setting measurable goals and milestones.
Financial planning may include specific savings objectives, such as an early retirement or children’s university costs, advice on how to protect wealth that you have accumulated or have inherited, arranging a mortgage so that you can move to that new home you always dreamed of and ensuring that your family are financially secure in the event that disaster strikes.
Finally, you can be assured that having developed a financial plan with you, we will agree a strategy for reviewing the advice given, to ensure that it remains relevant for your needs. This may include ensuring that the funds you are invested in remain suitable for you, your retirement fund is still on track to pay the income you need in retirement or whether changes in your circumstances will affect our original advice.
Want to know more?
To find out more or to arrange a meeting with us, please
call 01935 829602, or email firstname.lastname@example.org