Simply Insurance & Simply Mortgages Bath

We are specialists in financial advice combining professional expertise with a unique, individual and friendly approach.

Here at Simply Insurance and Simply Mortgages (Bath), we offer an exemplary service tailor made to individual needs and requirements. We are specialists in financial advice and combine professional expertise with a unique, individual and friendly approach to deliver tailor-made solutions for all of our client’s needs.

We have many years’ experience so we know what works and what doesn’t. Our trained staff have access to the entire Insurance and Mortgage markets to give the most thorough advice in all of the following products:

• Mortgages
• Life assurance
• Permanent Health & Medical assurance
• Building & Contents Insurance
• Probate Wills & Testaments
• Full Financial Planning

We aim not only to look after our client’s today but to stay with them going forward as their individual circumstances and requirements change. We have a clear vision to be a different type of financial intermediary.

Quality and integrity are our fundamental principals at Simply Insurance & Simply Mortgages (Bath) across all areas of our business. By combining these with value for money products, excellent service and outstanding technology we are well positioned to deliver the highest standard of service for our clients at all times.





Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for mortgage advice, the actual amount you pay will depend on your circumstances. The fee is up to 1% but a typical fee is 0. 4% of the amount borrowed.