Company Information

Get to know Simplicity Financial Planning Ltd

Simplicity Financial Planning Ltd is a firm of independent financial advisers established in 2011. The company's mission is to provide clear, simple, and unbiased financial advice on aspects such as pensions, retirement, investments, protection, and inheritance tax planning. They cater to both individual and corporate clients, focusing on building long-term relationships and helping clients achieve their financial goals through personalized, professional guidance. The firm is authorised and regulated by the Financial Conduct Authority in the UK (FCA No: 591741).

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Simplicity Financial Planning Ltd

United Kingdom

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.