Company Information

Get to know Simply Money Financial Services

Simply Money Financial Services Ltd provides personalized financial advice tailored to different life stages. The company focuses on helping clients navigate major financial decisions, including securing mortgages (for first-time buyers, remortgaging, or buy-to-let), arranging life and critical illness insurance, and planning investments. They operate as an Appointed Representative of The Openwork Partnership, a large UK financial advice network, which provides regulatory and compliance oversight. Their mission is to offer clear, straightforward, and professional advice to help clients achieve their financial goals.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Simply Money Financial Services

India

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.