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WHAT CLIENTS SAY

David Holloway MIoD FCIM

"I am generally so busy that I struggle to find time to give feedback everywhere it is due, but on this occasion it gives me the greatest of pleasure to both find that time and to write these words. Tara Nelson is a consummate professional, knowledgeable, helpful, patient, solutions orientated and always and absolute pleasure to talk with. She is a fine ambassador for a fine company, and I would not hesitate for a second to recommend Simplicity Wealth Management and their fine team for those in search of investment advice from a company that is both supportive and truly interested in your financial aspirations!"

Chief Partnerships & Engagement Officer

IAOCR

WHAT CLIENTS SAY

Peter Callow

"Professional, friendly, ethical and highly knowledgeable in his field, Nik puts his client’s interests first. After years of poor service from others, I am very happy to now have the support of Nik and Tara. I recommend Simplicity Wealth as competent Financial Advisors that you can really trust."

CFO | Finance Director

WHAT CLIENTS SAY

Michael Devine

"Having worked with Nik and the team now for over 12 months I can without doubt recommend Simplicity Wealth Management. Nik has created a culture of providing full transparency over the performance of my portfolios on a monthly basis and always provides extra explanation to help better understand the individual components. The speed at which the team respond to requests and queries is also really impressive and I never have the feeling of being without my advisor which was certainly the case in the past with some of the bigger companies. Nik is also well connected and so Simplicity can offer a range of products suitable to your financial goals. Many thanks Nik for the great service so far and looking forward to experiencing the positive developments you have planned!"

Head of Enterprise Risk Policies and Process

Uniper Energy

WHAT CLIENTS SAY

Gary Jackson

"......In particular, Mr. Nicholas Grams, who has been our main point of contact since June 2010, has made frequent visits to go through the status of our portfolio and offer his opinions and advice. The financial world can be a little daunting sometimes and jargon difficult to understand, however Nik has the ability to break this down and explain things in simple terms, this attribute has been invaluable. It is important for any organisation to have good knowledgeable people on the 'front line' and Nik has the ability to break this down and explain things in simple terms, this attribute has been invaluable."

Managing Director

ACWA

WHAT CLIENTS SAY

Fathima Hajee

"Raj provides excellent financial advice, is professional and knowledgeable. He is genuinely invested in his clients success. I would definitely recommend him!"

Planning Manager

Landmark Group

WHAT CLIENTS SAY

Dick Appleby

"In my dealings with Raj over the past couple of years, I have always found him to be thorough and diligent in obtaining the best results for me - the customer. I would have no hesitation in recommending Raj’s services to others."

Logistics Director

Mace

WHAT CLIENTS SAY

Paul Agnew

“My wife and I chose Nik as our financial advisor in Dubai following meeting a selection of different advisors. We felt Nik was the most personable and hugely knowledgeable within the industry. Being skeptical of all advisors, we were really pleased to work with Nik and enjoyed his open and honest approach with as much information as we wanted and needed. Nik is confident in answering the challenging questions we raised following our own research and due diligence on the advice and recommendations he made. There was never any pressure to choose or buy and every opportunity to question, challenge and understand. Nik listened to our personal circumstances, made appropriate recommendations and gave opinion where we may not be maximising the potential returns, but took the time to fully appreciate our position and guide us to the best solution in line with our circumstances. I would highly recommend him to any new clients without hesitation..”

Operations Performance Manager

dnata


WHAT CLIENTS SAY

Silvia Rodriguez

"Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Raj has this and more. His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes."

Supply Project Launch Manager

Inalfa Roof Systems Group

WHAT CLIENTS SAY

Karla Pleasance

“I first became a client of Nik’s back in 2014 and have not looked back! Nik is keenly astute at what he does, recommends products that are suitable in order to take charge of saving for the future, with completely realistic projections. Thanks to Nik retirement is a lot closer than it would have been without him (still a few years to go yet I hasten to add). Not only that, Nik is a very genuine and a jolly nice chap! I wouldn’t hesitate for a second to recommend his financial advice and services to anyone looking to make the most of their hard earned savings.”

Event Project Manager

WHAT CLIENTS SAY

Anh Nguyen

"Nik is extremely knowledgeable and takes the time and effort to explain things to me in a way that I can understand. I believe that Nik is pretty open and honest which is welcoming in this field. Would gladly recommend Nik to be your financial advisor."

Head of Corporate Accounting,

SeaDrill

WHAT CLIENTS SAY

Massimo De Zordo MBA

"Raj is my finance advisor. He is very professional, gives me right suggestions and he has a strong knowledge on the financial markets. Very willing to support and provide right insights."

Global Marketing & New Product Development

WHAT CLIENTS SAY

Steven Henderson

"Nik is nothing but professional. He is responsive, extremely knowledgeable and has been a trusted advisor for the past 8 plus years. I highly recommend him to anyone looking for a financial advisor."

Partner

Baker McKenzie

Our Story

Simplicity was established in 2018, out of the collective ambition of experienced advisers seeking to change the status quo, and more importantly the negative expectations associated with the industry. 

 

In a world of intricate financial landscapes and convoluted advice, Simplicity isn’t just a company, it's a philosophy, a promise of clear, transparent, and effective guidance through the maze of wealth management.

Who we are

We are Appointed Representatives under one of the worlds largest financial networks, licensed and regulated to provide advice in many jurisdictions around the globe. 

With decades of collective experience in the field of Financial Investment and Wealth Management, our goal is to help our clients gain a firm understanding of what they need to achieve to maximise their chances of reaching their financial goals.

What we do

Our clients receive personal guidance from the very first stage and are provided with resources and advice from our professional team members. If you would like to learn more about us, or are interested in how we can help you too, then contact us today to schedule an appointment.

How we do it

We combine experience, knowledge and the very best in cutting edge, market analytics technology, with an ingrained belief to provide the highest standard of service to build a lifetime partnership with our clients.

Learn More >>>>

Our Vision

It is important that all clients benefit from the protection obtained when receiving advice from companies operating under regulatory bodies.

Here you will find a list of our licenses and regulated activities, as well as additional professional bodies that we are members of.

01

Regulation

Don't believe what we tell you, or what anonymous 'star ratings' on 3rd party websites have to say, our clients are happy to share their names and opinions of our services and our advisors.

We do not believe in buying our nominations and awards, our strength comes from what our clients tell us.

02

Testimonials

Blach Blah Blah Blah 

03

Events and Media

We are nothing if not a team, each and every one of us is equally important to the success of our story.

04

Meet The Team

© 2018-2024 by Simplicity Wealth SL.  |  Made with M.I.A Studio™

Edificio Sotivila Guadiaro 2,

San Roque, Cadiz, 11311,

Spain.

+34 951 -122-091

info@simplicity-wealth.com

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The financial advisers trading under Simplicity wealth/BFMI are members of Nexus Global (IFA network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647 

 

Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). Simplicity Wealth is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) - Licence No. 386/20. Simplicity Wealth is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) - Licence No. 5101

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