The team at Simply Rewards has many years’ experience providing practical financial planning advice to people, families and businesses in Lancashire and the surrounding area.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Simply Rewards, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
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Here to help
Our aim is to help prospective clients achieve their mortgage and protection needs. We believe our approach is straightforward and this is achieved by getting to know what your current mortgage and protection requirements are and making a recommendation that is specific to your requirements with the aim of ensuring that the mortgage or protection policies we advise on are suitable for your specific individual circumstances.
Want to know more?
To find out more or to arrange a meeting with us, please call
01617 620108, or email alice@kingswoodwealth.co.uk