Life insurance

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.

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.

Great professional service, friendly and courteous staff.

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.

Simpson Financial Services have given me piece of mind when life got difficult, Rob is always approachable and kind, and always with a smile. An honest and trustworthy firm to have those difficult financial questions with, and they give you all the options to make your choices well informed. Thank you.

One of the features that Simpsons provide, which I really like, is the Personal Finance Portal. It gives me a great overview of my current portfolio which I can see at a glance. I have a great relationship with the team and I always look forward to the fun filled meetings we have. They did a great job advising me on the best ways of paying off my mortgage, so I would definitely recommend them!

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.

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!

The advice I have received from Simpson Financial Services has always been excellent.  The Personal Finance Portal is fantastic! Overall, the company is a pleasure to deal with and one I have recommended when asked.

A BIG and heartfelt thank you to Malcolm from us both, for all his help and advice (over the last few years!). It's been invaluable.