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Need some guidance with your funds? Maybe a Financial Advisor is just what you need
Simple Wealth Solutions was created to offer advise to clients of all Nationalities and Backgrounds. We recognise the need to avoid jargon and keep the advice SIMPLE, clear and concise without any obligation to follow our advice. Our Regional Office is based in Newbury, but we cover Basingstoke, Reading, Oxford, Guildford, Swindon, Slough and all surrounding areas. All meetings can be face-to-face, by digital media or telephone - which ever is your preference. With over 25 years experience, living in five Countries and assisting clients globally, our focus now is very much on the UK. The initial meeting would be a fact finding exercise; finding out more about you, your current situation, your plans for the future, dreams aspirations and concerns. We can look at what you currently have, what your targets are and whether there is any shortfall in your plans. Together we can then design the perfect financial plan to meet your individual situation. You would have unlimited access to us by phone, email, digital media and face-to-face. In addition we offer an on-line portal to monitor your plans. Annually we would review your situation and plans and ensure they are still on track. We can help you with matters surrounding savings, investments, estate planning, and our personal area of expertise; pensions and pension consolidation. Did you know, according to the Association of British Insurers, there are over 1.6m lost or unclaimed pensions schemes amounting to over £1.9bn. Most people during their lives, work for 9+ Companies. Have you paid into a scheme and lost track of this? You can now consolidate all of these into one easy to manage pot And best of all, we provide you with advice both pre and post retirement so there is always someone available to offer you the advice you need. We aim to deliver on our commitment to you by: • Providing personal, face-to-face financial advice from an experienced Partner • Giving you the opportunity to review your financial affairs regularly • Helping you manage your investments effectively • Ensuring that our correspondence and literature is clear and easy to understand • Listening to your feedback • Ensuring that our dealings with you are sensitive to your needs. We want your experience to be positive in every sense and for all of your dealings with us to meet with your complete satisfaction.
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
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.
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.
I offer advice to clients both face to face and remotely.
Remote meetings can be via phone, Zoom or Teams Video.
4.95/5.00
based on 26,454 reviews
The average rating for Bark Financial Advisors is 4.95, based on 26,454 reviews.
