Simply Advice

Simply Advice provides financial advice to individuals and businesses, assisting them in achieving their financial goals. Established in 2017, the firm has over 50 years of experience in financial services and focuses on client service.
  • Pensions
  • Mortgages
  • Protection
  • Auto Enrolment
  • Wills & Trusts
  • Long Term Care
  • Equity Release
  • General Insurance
  • Savings & Investments
Size
Small
Phone
N/A
Website
simplyadvice.co.uk
Email
N/A
Locations
EX16 6LR
9:00 - 17:00
18, North Street Workshops, TA14 6QR
01935829602
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Company Details
Simply Advice is operated by Simply Advice Ltd and is a Active company incorporated on 24 November 2017 with the registered office located in Sherborne, Dorset. Simply Advice Ltd was registered 7 years ago.
Status
Active
Size
Micro
Directors
2
Age
7 years old
Employees
7
Turnover
Unreported
Total Assets
£215.14K
Cash in Bank
Unreported
Total Liabilities
-£62.67K
Mr Keith Foy
Director • PSC • British • Lives in UK • Born in Jun 1973
Mr Martin Alan Antoney
Director • PSC • British • Lives in UK • Born in Aug 1967
More information on Simply Advice Ltd
Teams
All
4
Support
2
Executive
1
Financial Planning
1
Keith Foy
Director • Joined Nov 2017
Sebastian Antoney
Administrator • Joined Jan 2017
Will F
Assistant • Joined Oct 2017
Luke King
Trainee Paraplanner • Joined Feb 2025
Sebastian Antoney
Administrator • Joined Jan 2017
Will F
Assistant • Joined Oct 2017
Keith Foy
Director • Joined Nov 2017
Luke King
Trainee Paraplanner • Joined Feb 2025