David J Bone, Dip PFS, Managing Director
The Managing Director of Simple Financial, David J Bone, Dip PFS, formed Simple Financial in November 2000 with the goal of delivering quality independent financial advice in the Scottish marketplace. One of the most experienced financial advisers in Glasgow.
Laura Bone, Office Manager
Office Manager Laura Bone has worked in the business since 2000 and what Laura doesn’t know about the business isn’t worth knowing. A familiar face and voice to many of our longstanding clients that’s for sure.
Fraser Bone, BEng, DipPFS, IFA
Fraser Bone BEng DipPFS joined in 2020 after finishing university in Edinburgh and has recently completed all his financial services exams and is now a fully qualified IFA. Fraser is now excited to further develop his skills by helping with annual reviews and client meetings going forward.
Charlie MacKay, Advisor Support
Our newest adviser on the team Charlie MacKay, joined in 2024 after completing his Finance Services degree at Glasgow Caledonian University. Charlie has quickly integrated into the team at Simple and will hopefully further develop his skills within the financial services industry over many years to come.