Simple Financial Planning
Glasgow, Glasgow
(4)
Glasgow, Glasgow
(4)
I have been involved in Financial Services since 1999. During that time I have had a variety of jobs within the industry that give me a firm grasp of the ins and outs of the market and what we are dealing with on a day to day basis.
I believe that we are in a time where quality face to face advice in the wealth sector is at a a critical point, and also that being and extremely experienced and rounded adviser, I will continue to provide a high benchmark service that will be difficult to rival in the Scottish market place.
4 customer reviews
Chris Richards
Great firm of financial planners, highly professional and knowledgeable. Special mention and thanks to Alex for all his solid actionable advice.
Reviewed on Google Maps
Alex Schmitt
Having worked with Bobby and Alex in the past, I know for a fact that they both put the client at the very heart of everything they do.
Reviewed on Facebook
Grant Fraser
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. More...
Reviewed on Facebook
Brian Lonsdale
First class pension & mortgage advice
Reviewed on Facebook
What do you love most about your job?
I love the "people" aspect of the job the most, finding out what is at the centre of people universe and helping them protect or achieve it.
What inspired you to start your own business?
I had my own business back in 2008 when we seen the Great Financial Crisis hit and the lending market crashed over night, this was a hard time for many in the Financial Services market - But rather than leave the market, as many did, I stayed and focused on sharpening my skills in areas other than lending. By owning my own company I can make sure that our clients get the level of service I would expect to get.
Why should our clients choose you?
They will get 100% honesty and integrity from me. If you ask any of my clients they will tell you that I shoot straight from the hip. I will tell you as it is, and I think that's important in our industry, we try to educate our clients to allow them to make the best choices they can in their own situation. But sometimes clients need someone to tell them the truth rather than being the "yes" man/
