2024 wrapped... in numbers

Simpsons Financial Services provides a knowledgeable, friendly honest service. Rob Simpson listens to your requirements and works with you to achieve your financial goals. For the uninitiated he takes the time to ensure you have the required information to make informed decisions. The online portal assists with communication and real time valuations are readily available. I would no hesitation in recommending Simpsons Financial Services.

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

I have known Rob for roughly 25 years. I am grateful for his help and advice over such a long time.  I have found their service to be excellent and would recommend them.

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.

We have been with Rob and his team since 2018. They have always provided an excellent service. Extensive reports explaining forecasts and earning projections. Rob makes a complicated subject easier to understand and provides good advice and information for you to make the right decision. Best decision we ever made. At a time when you're anxious about who to trust with your retirement pot, Rob and his team gave clear advice and guidance as to our options. They continue to support and explain the markets and investments.

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.

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.

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.

Simpsons are very competent and very polite, organised and helpful.

Ever since I left my personal pension with Simpson financial I never had one minute of doubt about my financial future. Many thanks.