Simple Wealth Solutions
RG14, Newbury
(25)
RG14, Newbury
(25)
In a World where life can prove challenging enough, let me provide you with the SIMPLE approach to Financial Planning.
I ensure that my clients receive the highest level of professional care and service at every stage of the working relationship.
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25 customer reviews
Linda Wilson
I can't express my gratitude enough for the exceptional support you've provided. My financial situation has significantly improved in the past few months, thanks to your outstanding skills. I wholeheartedly recommend Craig Connor as the best Technical Analyst in the world of forex and crypto trading. More...
Reviewed on Facebook
Linda Wilson
I can't express my gratitude enough for the exceptional support you've provided. My financial situation has significantly improved in the past few months, thanks to your outstanding skills. I wholeheartedly recommend Craig Connor as the best Technical Analyst in the world of forex and crypto trading. More...
Reviewed on Facebook
Mateo Arthur
Her trading is second to none, Mrs Elizabeth Aria has a successful mindset alongside superior technical knowledge. Amazing work culture, everyone is willing to invest with her because she makes good profit and of over $ 12,050 with just minimum of $ 1000 in 7 days. Info below, connect with her if you are having difficulties in the forex market. WhatsApp +1 (423) 381-4459 More...
Reviewed on Facebook
Mateo Arthur
Her trading is second to none, Mrs Elizabeth Aria has a successful mindset alongside superior technical knowledge. Amazing work culture, everyone is willing to invest with her because she makes good profit and of over $ 12,050 with just minimum of $ 1000 in 7 days. Info below, connect with her if you are having difficulties in the forex market. WhatsApp +1 (423) 381-4459 More...
Reviewed on Facebook
Ethan
Very professional service. I am a complete novice at savings and was never made to feel stupid. The approach was very friendly and everything was explained in a way that i could understand.
Although we both felt that i was not ready to commit to disciplined savings, i will certainly be back when i am ready
More...
Rash Man
I am proud to recommend mrs,victoria crypto for a selfless and reliable investment service, I was constantly looking for a reliable platform to invest and my friend introduced me to her platform and I realized this is the best platform to invest on because she maintains discipline in her investment, relationship and strategies to ensure the complete transparency and credibility of her investors. if you want to be financially successful invest in her platform now, Contact her Via Email: victoriacrypto062@gmail.com Whatsapp: +17029190093 More...
Reviewed on Facebook
Rash Man
I am proud to recommend mrs,victoria crypto for a selfless and reliable investment service, I was constantly looking for a reliable platform to invest and my friend introduced me to her platform and I realized this is the best platform to invest on because she maintains discipline in her investment, relationship and strategies to ensure the complete transparency and credibility of her investors. if you want to be financially successful invest in her platform now, Contact her Via Email: victoriacrypto062@gmail.com Whatsapp: +17029190093 More...
Reviewed on Facebook
Adekoya Omolara
Congratulations to me, and all thanks to MRS.HELEN KAREN he never stoped doing miracles. I was so shocked and amazed the very moment I received my second profits in my Bank account this is wonderful. indeed good work deserve great recommendation, after my first profits I had to reinvest my $600 in her company, which after 5working days I got my second profits of $5,100, I'm very excited, may God continue to Bless you. Anybody in search of a professional and trustworthy forex expert do not hesitate to contact MRS.HELEN KAREN now via Email: helenkaren443@gmail.com WhatsApp: +1(514)6711429 More...
Reviewed on Facebook
Adekoya Omolara
Congratulations to me, and all thanks to MRS.HELEN KAREN he never stoped doing miracles. I was so shocked and amazed the very moment I received my second profits in my Bank account this is wonderful. indeed good work deserve great recommendation, after my first profits I had to reinvest my $600 in her company, which after 5working days I got my second profits of $5,100, I'm very excited, may God continue to Bless you. Anybody in search of a professional and trustworthy forex expert do not hesitate to contact MRS.HELEN KAREN now via Email: helenkaren443@gmail.com WhatsApp: +1(514)6711429 More...
Reviewed on Facebook
Mark Morris
I have met with Mark last week and the information he has is brilliant. Keeps you updated all the way and gives precise information for you to think about. Don’t hesitate to speak to Mark
Reviewed on Facebook
Tony Chrisostomou
Had meetings with mark to discuss my finances and pensions must say it’s the best advice I ever had very knowledgeable and professional. Thanks for your help.
Reviewed on Facebook
Conor Bannister
I have been a client of Mark since 2021 and have been impressed with his initial advice and his continuous support ever since. He explains everything in an easy to understand way and actually advised me to start saving less than what I initially wanted to. I really appreciate his honesty and no-nonsense approach. Markets have been very turbulent this year, but Mark has been proactive and offers reassurance for the future of my investment. More...
Reviewed on Facebook
Gift Boy
Do you know that there are still great opportunities out there waiting for you to just grab them? Investing in bitcoin mining through this humble woman called MRS. George Stephanie guidances was the best choice I have made. The best part was that I didn't have to send my investments and bitcoins to her or anyone because I have been scammed several times by sending my bitcoins to several fake sites & managers. I am saying a BIG THANK YOU TO YOU MA'AM! Email:georgestephanie831@gmail.com or WhatsApp:+16269898464 More...
Reviewed on Facebook
Kishan Sudra
Top level service, very thorough and professional. Would highly recommend as Mark can successfully navigate to tailor financial plans for his clients.
Reviewed on Facebook
Kishan Sudra
Top level service, very thorough and professional. Would highly recommend as Mark can successfully navigate to tailor financial plans for his clients.
Reviewed on Facebook
Somu Nwa Jenny
Outstanding service, extremely knowledgeable and went over and above in service. Can't say enough nice things about Mrs victoria crypto and her platform! victoria has an amazing reputation in her field because of her no nonsense attitude, her work ethic and core values. We recently worked with her on helping us invest in her platform. Although Mrs victoria crypto is known for good recommendation, she took our investment higher under her wing and found her the perfect place that was in her good range. It was a very good investment the platform was very helpful and every day profits to look at. They made our investment feel very comfortable and wonderful every way. From the start to finish the process went smoothly and effortlessly. perfect work she did i really enjoyed the process because of the hard work of the team. Highly recommend Mrs victoria crypto and her platform for job well done. Don't be too busy to read my success story and pick the challenge by starting your own investment today. contact her via whatsapp number:+15715448742 Email: victoriacrypto062@gmail.com More...
Reviewed on Facebook
Somu Nwa Jenny
Outstanding service, extremely knowledgeable and went over and above in service. Can't say enough nice things about Mrs victoria crypto and her platform! victoria has an amazing reputation in her field because of her no nonsense attitude, her work ethic and core values. We recently worked with her on helping us invest in her platform. Although Mrs victoria crypto is known for good recommendation, she took our investment higher under her wing and found her the perfect place that was in her good range. It was a very good investment the platform was very helpful and every day profits to look at. They made our investment feel very comfortable and wonderful every way. From the start to finish the process went smoothly and effortlessly. perfect work she did i really enjoyed the process because of the hard work of the team. Highly recommend Mrs victoria crypto and her platform for job well done. Don't be too busy to read my success story and pick the challenge by starting your own investment today. contact her via whatsapp number:+15715448742 Email: victoriacrypto062@gmail.com More...
Reviewed on Facebook
Bose Oyiza
I pledge my recommendation to Victoria crypto for being a honest and genuine trading account manager for the past few months that I have be trading under her forex platform. My investment of $3,000 yielded me a profit return or $37,550 in the space of 7 days. I wish to let all investors from all parts of the world to know that Victoria crypto is the only true broker to invest with and profit withdrawal is very fast and convenient.Kudos to Victoria crypto forever CONTACT;Email: victoriacrypto062@gmail.com Whatsapp:+15715448742 More...
Reviewed on Facebook
Bose Oyiza
I pledge my recommendation to Victoria crypto for being a honest and genuine trading account manager for the past few months that I have be trading under her forex platform.
My investment of $3,000 yielded me a profit return or $37,550 in the space of 7 days. I wish to let all investors from all parts of the world to know that Victoria crypto is the only true broker to invest with and profit withdrawal is very fast and convenient.Kudos to Victoria crypto forever
CONTACT;Email: victoriacrypto062@gmail.com
Whatsapp:+15715448742
More...
Reviewed on Facebook
Fasinu Ezekiel Totayi
My experience was an awesome experience.When I first spoke with Mrs Victoria crypto wasn’t where I needed to be with my credit. I was placed in a program by Mrs Victoria crypto to repair my credit.Follows up were made and work on my behalf was done.The process wasn’t easy but Mrs Victoria crypto made it easy.At times I became discouraged and even wanted to give up, however Mrs Victoria crypto reminded me of the final goal and today I'm a trading investor.She helps me make a daily profit of 15% for more information contact her WhatsApp:+15715448742 Email:victoriacrypto062@gmail.com More...
Reviewed on Facebook
Fasinu Ezekiel Totayi
My experience was an awesome experience.When I first spoke with Mrs Victoria crypto wasn’t where I needed to be with my credit.
I was placed in a program by Mrs Victoria crypto to repair my credit.Follows up were made and work on my behalf was done.The process wasn’t easy but Mrs Victoria crypto made it easy.At times I became discouraged and even wanted to give up, however Mrs Victoria crypto reminded me of the final goal and today I'm a trading investor.She helps me make a daily profit of 15% for more information contact her
WhatsApp:+15715448742
Email:victoriacrypto062@gmail.com
More...
Reviewed on Facebook
Obum Christy Evans
Outstanding service, extremely knowledgeable and went over and above in service. Can't say enough nice things about Mrs victoria crypto and her platform! victoria has an amazing reputation in her field because of her no nonsense attitude, her work ethic and core values. We recently worked with her on helping us invest in her platform. Although Mrs victoria crypto is known for good recommendation, she took our investment higher under her wing and found her the perfect place that was in her good range. It was a very good investment the platform was very helpful and every day profits to look at. They made our investment feel very comfortable and wonderful every way. From the start to finish the process went smoothly and effortlessly. perfect work she did i really enjoyed the process because of the hard work of the team. Highly recommend Mrs victoria crypto and her platform for job well done. Don't be too busy to read my success story and pick the challenge by starting your own investment today. contact her via whatsapp number:+15715448742 Email: victoriacrypto062@gmail.com More...
Reviewed on Facebook
Obum Christy Evans
Outstanding service, extremely knowledgeable and went over and above in service. Can't say enough nice things about Mrs victoria crypto and her platform!
victoria has an amazing reputation in her field because of her no nonsense attitude, her work ethic and core values. We recently worked with her on helping us invest in her platform. Although Mrs victoria crypto is known for good recommendation, she took our investment higher under her wing and found her the perfect place that was in her good range. It was a very good investment the platform was very helpful and every day profits to look at. They made our investment feel very comfortable and wonderful every way. From the start to finish the process went smoothly and effortlessly. perfect work she did i really enjoyed the process because of the hard work of the team. Highly recommend Mrs victoria crypto and her platform for job well done. Don't be too busy to read my success story and pick the challenge by starting your own investment today. contact her via whatsapp number:+15715448742
Email: victoriacrypto062@gmail.com
More...
Reviewed on Facebook
Itz Mazy Precious
Traded with $500 in my wallet after seeing so many testimonies and recommendation here on Facebook and YouTube about Celeste wilson after mining and trading in my account. I opened my wallet and got a profit of $6000 in 7 working days made my withdrawal successfully Mrs Celeste has changed many life's including mine am grateful mam you are a truly a woman with a heart of a raw gold. Contact her via: WhatsApp: +1(510)995-6431 Email:celeste.wilson033@gmail.com More...
Reviewed on Facebook
Itz Mazy Precious
Traded with $500 in my wallet after seeing so many testimonies and recommendation here on Facebook and YouTube about Celeste wilson after mining and trading in my account. I opened my wallet and got a profit of $6000 in 7 working days made my withdrawal successfully Mrs Celeste has changed many life's including mine am grateful mam you are a truly a woman with a heart of a raw gold. Contact her via: WhatsApp: +1(510)995-6431 Email:celeste.wilson033@gmail.com More...
Reviewed on Facebook
What do you love most about your job?
I left school and joined Liverpool Victoria. Since that day financial planning has been my life.
Meeting new people and finding the time to understand their current situation and then being able to find solutions to their problems is just the first step.
What I love most is the relationship I build up over time with my clients. The trust that develops and the satisfaction I get in seeing my clients dreams come true with the plans I helped put in place is truly amazing.
I have helped clients globally, and I have received many endorsements and personal recommendations - many of which are now on my Linkedin page
What inspired you to start your own business?
The satisfaction of running your own business is overwhelming.
To be able to provide 'guaranteed' advice and have the support and technical knowledge of St. James's Place behind me gives me the confidence that my clients can see first hand.
I do not work conventional hours, but I do ensure I have plenty of family time also.
Why should our clients choose you?
With over 25 years experience of advising clients globally whilst also working in five different Countries, I have developed a style that is both relaxed whilst remaining professional. I am not forceful or 'salesy' and I seek clients that want long term professional advice and service.
With the backing of St. James's Place, Simple Wealth Solutions is able to provide a unique Investment Management process that brings confidence to all of my clients.
FCA regulated, with advice guaranteed.*
https://www.linkedin.com/in/markglennsaunders/
*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at http://www.sjp.co.uk/products.
Can you provide your services online or remotely? If so, please add details.
I offer advice to clients both face to face and remotely.
Remote meetings can be via phone, Zoom or Teams Video.
To book an introduction meeting, copy and paste into your web browser; https://calendly.com/simplews/experiment1et
Retirement
When it comes to thinking about your retirement, it’s never too soon to get started. In an increasingly uncertain financial landscape, now is the time to ensure you have access to the expert retirement advice you’ll need.
More than ever, it’s vital to make the most or your retirement opportunities. I will help you set up or review your existing retirement strategy.
I offer a full range of expert advice and services across all areas of retirement planning. Whether you’re looking to maximise your pension fund, you’re nearing retirement yourself, or you’re managing employee retirement, speak to me today..
To book a review; https://calendly.com/simplews/experiment1et
Investments
ISAs
Unit Trusts
Investment bonds
Using a choice of model portfolios that are aligned to your risk / return profile and the ability to design your investment strategy yourself; you would benefit from our unique Investment Management Strategy.
Since their introduction in 1999, ISAs, have become one of the most popular and tax-efficient ways to invest and save for the future.
In 2014, the Chancellor announced sweeping changes to ISA regulations designed to encourage saving. These included bigger tax breaks and greater flexibility.
The ISA allowance remains at £20,000 for the tax year 2022/23. Changes from July 2014 now allow full flexibility in how you can use cash and investments within the overall annual limit.
St James's Place ISA funds are managed by some of the world’s leading fund managers. This means I will work with you to build a well-diversified portfolio that takes your needs and attitudes to risk into account. My service doesn’t stop when you start investing. Regular reviews allow me to tweak your portfolio as your needs or market conditions change.
Estate Planning
Futureproofing your wealth – the importance of estate planning
Passing on wealth to future generations is one of the most rewarding things you can do with your hard-earned money. The assets you pass on could help your children or grandchildren buy homes, get great educations, or set up their own business. So, ring-fencing as much as you can in order to mitigate the amount of Inheritance Tax or IHT you will need to pay is an important part of estate planning – and future financial wellbeing.
Inheritance Tax used to be something that applied only to wealthier individuals. That’s no longer strictly true. You may be liable for up to 40% Inheritance Tax on your assets, but only after an allowance known as the Nil Rate Band or NRB has been applied. The NRB is good news. It is currently set at £325,000. As the Nil Rate Band can transfer across to the surviving partner of marriages and registered civil partnerships, you could end up with a tax-free allowance of up to £650,000 if your estate meet the right criteria. If you leave the property they’ll also benefit from a residential nil-rate band of £175,000.
You should also think carefully about the sensitive issue of whom you make a beneficiary or ask to be a Trustee. Some of your loved ones may not be in a good place to look after money. For example, they might be facing a divorce or bankruptcy, or simply too young right now to know what to do for the best.
Here are three practical things you can do right now to help future-proof your wealth:
Make sure your financial affairs and your Will are set up to allow the tax- efficient transfer of your assets when you die.
Start transferring assets before your death through the prudent use of lifetime gifts.
Create a tax-efficient fund to provide a legacy or to help your beneficiaries pay any Inheritance Tax due.
Building your wealth takes enterprise, vision, hard work and an occasional lucky break.
Protecting that wealth also takes foresight and expert trust and estate planning.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Mortgage Advisor
I have access to a comprehensive range of first charge mortgages, from across the marketplace, which lenders make available to mortgage intermediaries to meet all kinds of different needs and criteria.
These include mortgages for the employed and self-employed, Help-to-Buy, buy-to-let*, self-build mortgages, holiday homes in the UK and abroad, expats and commercial mortgages*.
I can also set up Family Assistance for parents or grandparents helping their children and grandchildren onto the property ladder.
First-time buyers
Whether you’re taking your first step onto the property ladder, or you’re a parent helping your child to buy their first home, I can find the right mortgage for you. I will manage the application process from start to finish, relieving you of much of the stress.
Know your options
Buying a new home can be daunting and stressful, but my qualified mortgage Partners can guide you through the maze of options – fixed rate or tracker, flexible or offset – and support you every step of the way, from application to completion.
Remortgaging
You might want to raise capital against your property, carry out home improvements or simply reduce your monthly outgoings by taking advantage of more competitive mortgage rates. If remortgaging is your priority, I will look after your application for you, from start to finish.
I can offer a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries for which I will be paid a procuration fee by the lender.
