83
Growth Score
pts
Heat Score
82 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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477918
Simply Advice provides financial advice on mortgages, protection, pensions, savings, investments, wills, and related financial planning.
About the Company
Simply Advice provides financial planning and advice services for individuals and businesses across key areas of personal finance. The company advises on protection policies, mortgages, savings and investments, and pension arrangements, including auto enrolment and retirement options. It offers guidance on wills, trusts, probate and inheritance tax
as part of estate and succession planning. Simply Advice also supports clients with general insurance, long-term care planning and equity release to help structure later-life finances. Its advisers work with clients to understand their circumstances, define financial objectives and create practical plans to meet those goals.
