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We are a fully integrated financial services team located in the South-West. We offer a range of financial solutions to help you make the next steps for your property and protect what is important to you. Our team are dedicated to offering comprehensive and friendly services, with a commitment to keeping things simple.


What we do

We offer a range of financial services to help our clients move onto the next chapter in their lives. From first-rate insurance policies, to solid mortgage plans, we are on-hand to make sure our clients are 100% secure and satisfied. 

Our team has been built out of years working in this sector and closely watching how it works. As a result, it comprises extensive expertise across all financial sectors, ensuring that we can provide the financial advice, consultations, and services that you’ll need.

What’s more, we are all under one roof! This means no automated telephone calls, long waits on hold, and getting passed round different departments. 

Ready to take a look at some of our services?

Life insurance

Protect what’s important with our life insurance policies. Get ahead of what may be round the corner.

Critical illness

Make sure you are covered should you become critically ill.

Income protection

Safeguard your income should you ever find yourself out of work.

Over 50s life insurance

Compare policies designed specifically for people who are 50 or older.

Mortgage advice

Discover the range of mortgage services that Simplicity offers.

Equity release

Is it time to reap the benefits from your property? Learn how you can start releasing equity now.

Why choose Simplicity?

Finances can often be complicated, but it doesn’t have to be.

We appreciate that approaching the task of buying insurance policies can be daunting. There can be a lot of moving parts to contend with, and dates, numbers and fine print can
begin to cloud the bigger picture. That is why we are here to help you keep things simple.

Always fair

Simplicity are not tied to providers, meaning we are able to explore all options that are available when dealing with your policy. This way we can select the best options for you.

Always in touch

When you start your cover, you join the Simplicity family. We pride ourselves on being reachable should you have any questions or queries about any other financial products.

Always thinking ahead

The financial sector changes all the time, and that is why we automatically review your policies every 12 months. This ensures that you are always on the best plan you can be.

Always simple

Like our name implies, we don’t make things complicated. This company is built on keeping our services simple for our clients; keeping our process easy and your options as clear as possible.

Some of our reward partners

Get a Quote

Can’t get in to see us? Not a problem. Simply give us a brief overview of the services you need, and a member of our team will be able to contact you with a quote.

We look forward to hearing from you!