Independent

Financial Advice

in Plymouth

Welcome

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Helping you secure your financial future

Welcome to Sims Financial Management. We take pride in being a family business that is dedicated to helping people achieve their financial goals.


As a local company, we are proud to be a part of the Plymouth community and to serve our clients with the highest level of care and attention.



Plymouth waterfront

Our professional and trustworthy team is always here to provide you with the support and guidance you need to make informed decisions about your finances.

Steve Sims

Laura Sims

Personal Assistant

& Social Media


meet the team

Financial Adviser ​

& Company Director​


Our Services

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MORTGAGE ADVICE

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INHERITANCE TAX SOLUTIONS

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INVESTMENTS

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PENSIONS & RETIREMENT PLANNING

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PERSONAL & BUSINESS INSURANCE

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EQUITY RELEASE

Fully Independent

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Friendly & HONEST

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No Cost Initial ​Consultation

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on-going support

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Get in touch

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Steve.sims@2plan.com

Laura.sims@2plan.com

phone

01752 874492

Mobile Phone

07917 788480

Instagram
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The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to ​resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk

Sims Financial Management Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the ​Financial Conduct Authority. Sims Financial Management Ltd is entered on the FCA register (www.FCA.org.uk) under no. 1004837. The ​information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. ​Registered office: 156, Beacon Park Road, Plymouth, Devon, PL2 2QR. Registered in England and Wales Number: 10021438.


Your home may be repossessed if you do not keep up repayments on your mortgage.

Investments can go up as well as down, you may not get back the amount you originally invested.