Simply Put Planning


At Simply Put Planning we want to give you the seeds and education to find financial freedom for you and your Family..


What is personal tuition?


Because we want to be totally independent of outside influences, we have established a method of working that removes us from any market place that pays sales fees, commissions, introducers’ fees, management fees. This means that we are free to help you with life and Legacy planning without having one eye on a product sale at the end of our process.


We do this by charging fees, you, the client, are in no doubt whose best interests we look after.


We tell you the proposed costs of our service. If we do not feel that we can add value or help, we will tell you before you start to incur work related fees.


At outset we want to remove all obligations. You must have heard many services advertising a “first meeting free and without obligation”. At Simply Put, we believe that a free meeting puts you under an obligation, in some measure, to proceed. For that reason we charge a nominal £25 fee for our first meeting. The fees for this meeting go into our Charity Account and are used to support local good causes.