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

28 years of waiting, a "most Scottish" fancy dress competition, and a nail-biting late-night /early morning result...The...
17/06/2026

28 years of waiting, a "most Scottish" fancy dress competition, and a nail-biting late-night /early morning result...

The team at Simple Financial Planning / Beagle Finance came together on Friday lunchtime to celebrate Scotland finally being back on the World Cup stage!

✅Cake
✅Kilts
✅Facepaint

The fancy dress efforts were absolutely brilliant, and it was the perfect way to head into the weekend.

Thankfully, the national team delivered the result we were all hoping for in the early hours of Sunday morning. 😌

Now for the small matter of Morocco and Brazil...

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…

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

Website

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