Whether you’d like assistance with your family budgeting, want to know if you can afford to retire early or need help getting a mortgage, great financial advice can be life changing. But with so many IFA firms out there, how do you know where to go? 

1) Find out what existing clients think 

When it comes to getting sound financial advice, trust is paramount. You need to know that your IFA firm put client outcomes and high-quality care at the heart of their business. We’d recommend finding out what their clients think by looking at reviews.  

At Simpson Financial Services, we love reading the testimonials that clients kindly leave for us. You can find lots of client stories to get a sense of what it’s like to work with us. 

2) Do they have a wide range of services available? 

You might know what you want from a financial advisor now, you might not. Either way, what about in five years, or ten? A wide service range can future-proof your financial choices and allow you to continue working with a team you trust implicitly – no matter where your changing goals take you. 

We offer financial planning, wealth management, mortgages, protection, pensions advice, trustee accounts services, mortgage capacity assessments and so much more. We can be with you every step of the way, adapting to your needs and circumstances as you go through life. 

3) What kind of people are they? 

A team of good people who put client care at the heart of their work will genuinely care about generating good outcomes for you. They’ll want you to achieve your financial aspirations and will work tirelessly for you to do so. 

We prioritise professional development and a great company culture within our team, so that everyone you work with is constantly learning new ways to provide you with an ever-improving service. We care deeply about our clients’ goals – your success is our success. 

4) Have they been recognised for their work? 

Keep an eye out for any external recognition that a firm has received for their work. It’s a great measure of the quality of their services.  

We’re very proud to have three team members who have won the coveted CII’s Young Achiever of the Year Award (in 2011, 2023 and 2024). We’ve also just won the CII’s President’s Trophy in recognition of our commitment to our team’s development, our charity and community work in and around the Leamington Spa area, and our exceptionally high standards of client care. 

Still not sure how to get the measure of a firm when looking for an independent financial adviser in Leamington Spa? Book a free initial meeting, have a chat, and see how you feel. 

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