Simplified Money

Monday: 09:30 - 17:00
Tuesday: 09:30 - 18:00
Wednesday: 09:30 - 18:00
Thursday: 09:30 - 18:00
Friday: 09:30 - 14:00
Saturday: -
Sunday: -

About Simplified Money

Its not just about automating marketing anymore. There are a whole range of things robots can do to minimise the tedious jobs invading your day. . .

Simplified Money Description

Imagine what it would be like to have your future under control. To be financially free. To be confident your bucket list would not only be physically possible, but you could actually afford to pay for it.

Because, retirement doesn't mean your life stops. Far from it!

Simplified Money is here to help you achieve that freedom. We have the plans, the investments, the strategies and the personal finance experts. All waiting to help you get moving. And at a price you can afford.

We do more than just find the right place for your money.

We help you build a plan. A plan that reflects your needs, balances your risks, motivates you to act and maximises your potential. A plan that we will then monitor, review and help to keep on track. To help you achieve your dreams. Whatever life may throw at you.

Because everyone deserves a future they can dream about. So why not give us a try.

You'll be surprised how simple it is. . .

Simplified Money Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

Reviews

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Simplified Money's Lesley James joins The Times' Portfolio Therapy panel, offering her thoughts to a first time ISA investor who is looking for his first fund...

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We'd like to take the opportunity to thank every one of you who has asked for our help this year. Thursday, sees us take our place in the final line up for Best Financial Start Up in the Financial Innovation Awards. Thanks to you.
Can we win? The competition is tough but we are crossing absolutely everything... 🤞🤞

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Our own Lesley James was challenged by our marketing friends Andrew and Pete to elaborate on the principles that guided the set up of Simplified Money...

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Some fantastic news for the team here. Simplified Money is a finalist for #FIAwards Best Financial Start Up 2018.
How great is that?!

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Reasons to save...
Because sometimes you fancy an evening in a beautiful venue, listening to stories with a huge smile on your face.... . #meetdavidsedaris #uktour #cadoganhall #comedy #buildyourdream for #retirement and #startsaving

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Our Lesley James had the pleasure of joining Paul Lewis and the team on BBC Radio4's MoneyBox this weekend. To discuss transparency in advice fees.
It was quite a chat. And it's continued on Twitter over the weekend. Involving many more than just the 3 who started it.
Listen to the podcast and you'll know exactly which side of the fence we sit on. Our fees are quoted, up front and in detail on our website.
... But what we think doesn't really matter. What you think, that's much more important...
So if you heard it, or you get the chance to now, what do you think? Do any of the following resonate??
A Why can't all advisers tell me their fees up front?! What are they hiding?
B I appreciate we are all different. I'm happy to chat about my own circumstances first and be quoted a price afterwards.
C I'm not bothered. I'd much rather use my own time to deal with my money than pay someone else anyway.
Please let us know in the comments. A quick 'A', 'B' or 'C' if you are short on time. Or please add your thoughts as well if you can. It would be great to get more people involved in this chat than just us boring industry types... 🙂
And for those who've not heard it, here's the link to listen in:
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Our Lesley James having a quiet word with a few people about how technology can help us make the subject of money much more interesting...

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If you could leave your desk/chair/seat on the train right now, and be somewhere totally different, where would that somewhere be? And what would you be doing?
We've been offering ideas, both on Facebook and Instagram, of things you might like to do when time - and hopefully money - are no object. Of things that others do and rave about when they come back.
Perhaps some have got the juices flowing. But could we do even better?
... Let's find out. Because now it's your turn.
Take a look at this list. If time is tight, please answer A, B or C in the comments below. But better than that, if you have a few more seconds to spare us, please add your own ideas. We'd love to hear them...
A) Get me on a plane, I'm off to ________ (fill in the blank)
B) There's this amazing challenge I've been thinking about
C) I love my life/job, please don't make me change it!

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Because some (strange) people find the idea of being up there an attractive thought. Yes, even at that age! . #fairgrounds #weekends #regattas #marlow #thrillseekers #weirdos #buildyourdream for #retirement and #startsaving

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Because there are some sights and places in the world we ought to see at least once. According to @tripadvisor this unmistakable duomo is one of the top ten... . #toptens #travelguide #vatican #rome #weekendsaway #buildyourdream for #retirement and #startsaving

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We are thrilled that our own Lesley James will be joining the line up at Fin-k tank on the 20th June.
Talking tech and how it is already transforming access to, and engagement with, financial planning and advice...

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What view of the world have you got on this lovely sunny morning?
Because one if us is taking a trip into London to talk tech and finalise our upgrade. Which might sound like the short straw on such a beautiful day. But this view from the train is making up for it... ☀️

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Why are you finding it so (damn) hard to save?!!
Well, there are 3 reasons. But it's those same 3 reasons that, if you flip them on their head, could transform you into a savings pro. Imagine that...
https://www.simplified-money.co.uk/…/04 /06/Why-you-cant-save

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Our latest eBook outlines 7 specific behaviours that help people become rich. Get your copy and find out how easy it could be to start your journey... https://www.simplified-money.co.uk/secret s-to-wealth

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Make 2018 the year you take control of your money. Sign up for our 5 day Money Make-Over: https://www.simplified-money.co.uk/5-day- money-make-over

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Our Director, Lesley James, recently joined Pete Matthew for his Meaningful Money TV podcast. And had a wonderful time...
Listen to the whole interview here >

More about Simplified Money

Simplified Money is located at Dedmere Court, SL7 1PL Marlow, Buckinghamshire
+441628861830
Monday: 09:30 - 17:00
Tuesday: 09:30 - 18:00
Wednesday: 09:30 - 18:00
Thursday: 09:30 - 18:00
Friday: 09:30 - 14:00
Saturday: -
Sunday: -
https://www.simplified-money.co.uk/