Simple Financial Planning

Simple Financial Planning We love what we do and are eager to help and advise as many of our clients as possible to achieve th

Exactly one year ago, we launched our custom internal system to help our advisers work smarter. Now, we’re passing the b...
21/05/2026

Exactly one year ago, we launched our custom internal system to help our advisers work smarter. Now, we’re passing the benefits directly to you.

To make your application process quicker, easier, and more secure, we are officially launching our brand-new Client Portal for all new applications! 📱

With our new portal linking directly to our system, you can now:

✅ Track Your Case 24/7: Get a quick view of your case progression whenever you like.
✅ Secure Uploads: Safely upload your required documents directly to us.
✅ Digital Signatures: Sign your documents in app
✅ Contact Sharing: Who is working on your case, along with their direct contact details.

We are always looking for ways to improve our customer service and backend processes. This is Version 1, and we have even more updates coming over the next few months!

🎾We had a fantastic time at the Tandem Padel Tournament - raising vital funds for the incredible team at Brian House Chi...
15/05/2026

🎾We had a fantastic time at the Tandem Padel Tournament - raising vital funds for the incredible team at Brian House Children’s Hospice.

Simple Financial Planning & Beagle Finance entered two teams into the mix:

Abby Taylor & Georgia Sanger, who fought their way to an impressive Quarter-Final finish!

Bobby Welsh & Jake Sanger, who secured a brilliant 3rd place spot, bringing home both a trophy and a prize! 🏆

A huge thank you to Tandem for hosting such a well-organised event. Proud to have helped support the life-changing work Brian House does for children and families.

08/04/2026

🎁 WE HAVE A WINNER!

A huge thank you to everyone who participated in our recent giveaway.

Look out for email notifications from us so you don’t miss our next one! 🔔

The lucky winner of the £100 Amazon Voucher is…

It has been a great year with lots of hard work, had a great lunch and secret Santa today in our Glasgow office.Merry Ch...
17/12/2024

It has been a great year with lots of hard work, had a great lunch and secret Santa today in our Glasgow office.

Merry Christmas & Happy New Year from everyone at Simple Financial Planning!!!!

We are happy to announce we have been shortlisted as a finalist in the Financial Services Innovation category for this y...
10/09/2024

We are happy to announce we have been shortlisted as a finalist in the Financial Services Innovation category for this years Scottish Financial Technology Awards. It is fantastic to be nominated alongside fantastic companies like TSB, NatWest & JP Jenkins.

We strive to continually improve what we do make sure that the client is the most important part of anything we do.

Good luck to all the finalists at this year’s awards!

Struggling with your mortgage? After a meeting between principle mortgage lenders and the government they have agreed to...
17/07/2023

Struggling with your mortgage? After a meeting between principle mortgage lenders and the government they have agreed to commitments to help residential mortgage holders with the rise in interest rates. The FCA has set up out actions it will take to support these commitments,

click the link to read about these commitments and how they will work on the government website to see how these commitments will affect you.

https://www.gov.uk/government/publications/mortgage-charter/mortgage-charter

If you need help with a mortgage, secured, loan, equity release, life insurance or pensions you can also get in touch with us here at Simple Financial Planning and one of our exports will be happy to help. [email protected], www.simplefp.co.uk, 0141 343 7654.

With 1 in 10 saying they will struggle with mortgage payments the rises aren’t letting up with another 0.5% increase. I...
27/06/2023

With 1 in 10 saying they will struggle with mortgage payments the rises aren’t letting up with another 0.5% increase.

If you’re on a variable rate and your payments have increased again, or you are coming to the end of your fix rate in the next 6 months book an appointment with one of our advisers.

Is debt consolidation right for you? read our blog for more information about how it could be for you. The cost of livi...
20/09/2022

Is debt consolidation right for you? read our blog for more information about how it could be for you. The cost of living is hitting everyone and we are all looking for ways to reduce out outgoings.

click the link in out bio for more info.

Get in touch with one of our experts for more information. 0141 343 7654, simplefp.co.uk, [email protected]
simplefp.co.uk

Read our blog on the 3 steps to getting the best remortgage deal, as the interest rates continue to rise many are remort...
13/09/2022

Read our blog on the 3 steps to getting the best remortgage deal, as the interest rates continue to rise many are remortgaging now to get in before the prices get even higher and fix themselves in for the next few years.

https://www.simplefp.co.uk/how-to-get-the-best-remortgage-deal/

Get in touch with one of our experts for more information. 0141 343 7654, simplefp.co.uk, [email protected]
simplefp.co.uk

Address

Red Tree Business Suite, Suite 1. 17, 33 Dalmarnock Road, Bridgetown
Glasgow
G404LA

Opening Hours

Monday 9am - 7pm
Tuesday 11am - 7pm
Wednesday 11am - 7pm
Thursday 10am - 6pm
Friday 9:30am - 5:30pm

Telephone

+441413437654

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