We are very pleased to have chosen Simpson Financial Services to help sort our financial affairs. Christian and, indeed, all the team are both extremely knowledgeable and personable. Their service is second to none.
Lorraine and Shaun Billenness
We are both very happy with the services Hannah and the team have provided in sorting out our finances, and also for all of her excellent guidance regarding all our questions about retirement, guiding us towards that time of life. Hannah has always been at the end of the phone for us, which we both appreciate.
Alyson and Rob Evans
Michael is a very clear and thoughtful Financial Advisor. He makes things clear and he understands where I want to be in retirement. I am happy I found him and find his advice valuable. I would recommend Michael and I don't usually recommend.
Russel Lyons
I retired early 7 years ago and needed the services of a financial advisor to help plan the years a head. I initially looked at 3 advisors and decided to employ Simpsons to handle my various accounts. Rob simpson set up the plan and a few years later Michael Hinett took over as my personal financial advisor. All we planned came to fruition this year and despite COVID, various financial crises and wars etc we have been successful and looking back I definitely made a good choice.
David Cartwright
I continue to be very happy with the clear, helpful advice given by Michael. He has been managing my relatively small investment with care and attention for several years now and provides a bespoke service tailored to my situation. I was particularly impressed when he went beyond the duties of his role as my adviser to provide some very helpful guidance to my son. This was much appreciated and is another example of his helpfulness.
Rowan Fisher
Good all-round financial advice and subsequent investment strategies from their knowledgeable advisers.Your individual feeling towards financial risk in the various platforms are discussed and reviewed annually,and their website can give you a snapshot of your current investments, assets, liabilities etc at any given time.
Richard Nett
I have the utmost confidence in recommending Rob and his highly experienced team.
Mark Armour
Hannah is very supportive, quick to respond, and always has my best interests at heart. She feels like a trusted friend, and I feel very comfortable accessing advice. I am very happy working with Hannah and want to keep her services long-term!
Annie Collins
I have used Michael since 2020 and he has taken care of my portfolio enabling me to carry on with life knowing my investments are in safe hands. We have annual reviews and everything is always explained to me in detail including my questions being answered in full. As Michael always tells me, “there is no such thing as a stupid question”! Michael is very amiable and patient with my queries and always delivers tax efficient advice. I have recommended Michael to friends and one friend is also currently using his services. Thank you for looking after me and putting my mind at rest regarding certain investments.
Gill Hawley
Hannah and Rob were extremely helpful throughout the whole investment process and were able to explain in a manner which was accessible to those with no financial background. They were both friendly and accommodating at all times.
Ryan Hewitt
A fantastic personalised service tailor made to fit with financial needs, always thorough in explaining the current global financial situation which helps me better understand how my money is working for me. Well done SFS.
Cathy Sinton
A great personable team and always responsive when you contact them.
Helen Main
Always helpful and provide on-going advice and reassurance on a personal level. Also some useful tips and help for the future.
Allan Bennett
Contact with real people who are professional and achieve results.
David Titcomb
During the many years I have been serviced by Simpson Financial Services, I have always found the advice relevant, accurate, effective and delivered by staff who communicate at a level I find comfortable.
Ady Rayner
Ever since I left my personal pension with Simpson financial I never had one minute of doubt about my financial future. Many thanks.
Paul O'Neill
Everyone I have met from the team rates top notch!
Kevin Whitfield
Extremely pleased with all the help and advice you have given me re my investments.
Sue Burton
First class service with a genuine desire to provide excellent customer satisfaction and financial advice.
Julia King
Great professional service, friendly and courteous staff.
Garry Bull
Great service from a super efficient team.
Juliet Lindsay
Having used Simpson financial for many years now I have always received good advice and as I approach my goal of early retirement it has only been possible with the sound advice I have been given over many years. My personal pension plan has always been exactly that... personal to me.
Paul Muir
I have been a client of Simpson Financial Services for over 10 years. Rob and the team are great and they offer advice and guidance that is easy to understand and provides confidence that my investments are in good hands.
Andy Wilson
I have been a customer of Simpson Financial Services for 5 years. If you measured the standard of service from Rob and the team in terms of sporting success then you are talking Olympic gold medals. Good, solid financial support, be it pensions, mortgages, investments.
John Smitton
I've known Rob and his team for many years and it's rare to find a plain speaking professional team of good advisers. When I retired I had no hesitation in letting Rob manage my portfolio (that he had managed throughout my career). Great advice and explanation of the current markets coupled with a professional and friendly approach. I never doubt that Rob and his team are working hard to manage my investments!
Simon Marriott
I’d heard SFS were very good, and was pleasantly surprised after our first meeting nearly 8 years ago just how confident they made me feel about my pension fund planning, the fear was genuinely removed. 8 years on I’m still relying on the support and advice from the team. I’ve recommended a number of people over the years who like me just needed a bit of hand holding.
Nicky Howarth
Michael Hinett at Simpson Financial Services has given me the financial advice and confidence to enable me to retire early. He has advised me about pensions, ISAs and trusts and my investments are now benefitting me as I'd hoped. Thank you Michael.
Gavin Whitman
Personal, friendly and very professional service.
Adrian Mossop
Prompt response to my query, with clear and concise advice. My new pension was set up with minimal fuss, and they even consolidated all my pensions into one pot.
David O'Neill
Retiring last year, I was given advice on what and how to invest some of my 25%. I followed this advice and am extremely happy with the results.
