What we do
Pico is the highest mountain on the moon. We didn’t step foot on the moon without an immense amount of planning and continual monitoring.
The goals and dreams people have throughout their lifetime, usually don’t just happen without taking a similar approach. You need to have a plan, and need to stick to the plan, and when something unexpected happens, you need to know the plan can cope or adapt.
That’s where we come in.
Is this you?
Meet Simon
After almost 15 years in financial services, Simon Dendle decided to form Pico Financial Planning.
At the heart of Pico is Simon’s commitment to keeping things simple. No jargon; just clear explanations that will help you to understand your financial future better.
Simon’s expertise lies in helping people to plan for the future. Many of our clients want to understand where they are now and where they need to be to achieve the things they want to. That’s exactly what we do.
I had a Final Salary pension that I wanted to take money from, but I had to transfer it first. Simon did all the research for me and put a plan together for my future. I am very pleased with the outcome. Simon was always available and explained everything I didn’t quite understand.
Testimonial left November 2019
I needed to change my life insurance to suit my circumstances better, and also sort out my wife's pension. Simon delivered a new life insurance policy that suited me and my family, and also saved us money on monthly premiums. He has looked after my work pension for the past five years and, when my wife changed jobs, he then sorted out the best options for her pension. So far the outcome has been excellent.
Testimonial left January 2019
Simon managed to obtain a mortgage for us in what was an unusual situation. I am a seconded nursing student, undertaking a full-time degree, and an on-call firefighter, so on paper, neither job falls under the "normal" bracket for getting an easy mortgage. Even though it was a long, drawn-out experience to succeed, Simon worked very hard and went above and beyond in achieving a very successful result without needing to overspend on our budget to do so. I do not believe Simon could have done any more, so in our opinion, he really did give the best service.
Testimonial left January 2019
I wanted to retire and needed a financial adviser to do this for me. Simon arranged an appointment to visit me at home one evening, which was very convenient as during the day I am at work. We discussed what my options were. I have been very pleased with the service Simon has provided. He is very patient when explaining the details, has never rushed me into a decision and has communicated regularly with me either by phone, email or visiting me at home.
Testimonial left July 2018
What our clients say
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If you’d like to reach out to us to learn more or book a free discovery meeting, please leave your details and we’ll get in touch.