Simple Mortgages
Investment Company in Glasgow, Scotland
The Managing Director of Simple Financial, David J Bone, has over twenty years financial services experience earned in mainstream banking and as Financial Director of a major estate agency chain. He formed Simple Financial in November 2000 with the aim of providing quality independent financial advice in the Scottish Marketplace. David has been a successful Financial planner since 1993, and supported by the rest of the Simple Financial staff, works hard to supply a quality solution to all customers.
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About Us
read moreThe Managing Director of Simple Financial, David J Bone, Dip PFS, formed Simple Financial in November 2000 with the goal of delivering quality independent financial advice in the Scottish marketplace. One of the most experienced financial advisers in Glasgow. IFA Jennifer Shearer Dip FA has many years of experience, and prides herself on her attention to detail and thoroughness. She joined Simple in 2015 and away from the office Jennifer is busy with her young family. Office Manager Laura Bone has worked in the business since 2000 and what Laura doesn't know about the business isn't worth knowing.
Simple Financial
read morePension Performance Review is a fee based objective analysis of your risk profile, your investment objectives, your expectations, the performance of your pension investments. You can find more information about the Pension Performance Review Process by downloading key concepts brochure. Simple Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA No 442075.
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