What our clients say....
“After six years as a Financial Simplicity client, I am pleased to say we have had no better financial services experience. Implemented Portfolios decided to transition to Financial Simplicity due to our strategy to scale our business significantly, and to manage multiple highly tailored accounts simultaneously.
A key attribute of Financial Simplicity’s solution is its enduring ability to reduce the business risk associated with time consuming and multi-faceted compliance requirements. This is essential to our service proposition of ensuring investors receive consistent outcomes and in a proactive and relevant way. Financial Simplicity has become an integrated and seamless extension of our team.”
- Santi Burridge
Managing Director, Implemented Portfolios
“We chose Financial Simplicity as they demonstrated that they could not only deliver what we wanted, but also helped us understand additional capabilities that we had not considered and why those features were so important to consider. In our marketplace the term ‘strategic partner’ is much overused.
For us partnership is about mutual trust, a shared vision, a deep understanding of each other’s capabilities and by leveraging each other’s strengths and expertise we can provide a better overall outcome for the clients that we serve. Financial Simplicity are very much a trusted strategic partner to Pershing Limited, helping us shape and deliver our strategy”.
- Paul Bayliss
Head of Wealth & Adviser Solutions, Pershing