Simple Financial Planning

The firm’s core business is providing financial advice on pensions and first‑ and second‑charge mortgages. Its main goal is to be the most efficient brokerage in the UK. It is continually seeking ways to automate and enhance existing processes, with the aim of passing savings on to customers and ensuring its people not only feel, but truly are, part of something extraordinary.

Over the past 12 months, the firm has experienced significant growth, developing beyond expectations and achieving success as a team. To illustrate these enhancements, the following compares June 2024 with June 2025.

In June 2024, the firm had just moved to a larger office, increasing from 600 sq ft to 950 sq ft, and employed 20 team members. Over the next 12 months, headcount rose to 41. Luckily, additional space was available in the building, and the firm now occupies four offices totalling 2,634 sq ft.

Becoming the most efficient broker requires scaling first and then optimising processes. Doubling the workforce does not, in itself, double intake; additional staff also increases demand in support functions such as compliance and HR. The firm therefore focused on process efficiency with the goal of doubling the number of customers it engages with.

By June 2025, the firm had more than doubled its customer base, from 1,182 to 2,663. This was achieved with less than a doubling of operational staff, by making processes easier and more effective for its people.

Directors

Bobby Welsh, Mark Sanger, Debbie Johnston

Managers

• Bryan Johnston – Back Office
• Laura Doolan – Underwriting
• Mike Logan – Advisers
• Gemma Doolan – Sales Support
• Vikki McAuley – Front End