Commercial lending

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.

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.

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.

One particular quality that stands out for me, is that the team has always been courteous when handling any of my information.  They also found me a great mortgage deal!

I have known Rob Simpson for approximately 30 years and have been a client of Simpson Financial Services since its inception. The longevity of the relationship speaks volumes for the service that we, my wife and I, have received from Rob and SFS during that period.

We have always from the start received a personal and direct service from SFS with Rob remaining an available point of contact. As the business has grown my concern, as an aging technophobe, has been that we would become another client to be dealt with via email and/or post. This is not the case with SFS staff who are always accessible, polite and patient with Rob, if and when necessary, also there to clarify, discuss and advise.

During the early years, thanks to Rob’s polite persuading and cajoling we managed to save for a nice pension the receipt of which does not seriously prejudice our capital investment. During the later years and at present, in this topsy turvy world, we are reassured in the knowledge, that we can pick the phone up and speak to Rob and/or staff at SFS for advice or reassurance.

The advice I received for the VISTA savings account was very much appreciated.

Everyone at Simpsons is very friendly and helpful. Portfolio details/changes are explained in terms that I, with no previous experience of an investment portfolio, can understand.

A great personable team and always responsive when you contact them.

The service and knowledge are extremely high quality, with appropriate guidance and best advice given. Always prompt and efficient to respond to queries, it’s an absolute pleasure to work with Rob and the team. Would thoroughly recommend to anyone looking for financial advice. Thanks for all your help so far. 10 out of 10.

I met Rob Simpson 10 years ago when I engaged Simpson Financial Services to look after my investments. I have found them to be extremely professional & friendly in all respects and have been absolutely delighted with the service that they have provided me with.