A Warwickshire First For Simpson Financial Services Financial Advice Team

Simpson’s provide excellent customer support, service and annual reporting. I always enjoy and value our face to face annual review meeting.

During the last six years I have received such excellent service. Knowing my circumstances, they have always given me confidence in dealing with my finances. I look forward to many more years of their help and support.

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 service from a super efficient team.

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.

Since first dealing with this company up to the present, I have found them to provide an excellent tailor made and personal service including financial advice. The products I use are selected/ designed specifically to meet my individual needs. They are very personable while remaining professional, and in my case, I meet with the founder of the company regularly for updates, reviews and discussion. Can't fault them.

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.

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.

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 no hesitation in recommending the Simpsons Financial Services to anyone. Everyone who I have recommended has been delighted by the service.