Simpson Financial Services and The Money Advice Service Team Up

Simpson Financial Services are a quality caring and listening organisation, they keep you up to date with any changes within your portfolio and offer first class advice when markets change.

I’d heard SFS were very good, and was pleasantly surprised after our first meeting nearly 8 years ago just how confident they made me feel about my pension fund planning, the fear was genuinely removed. 8 years on I’m still relying on the support and advice from the team. I’ve recommended a number of people over the years who like me just needed a bit of hand holding.

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.

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.

I am very pleased with the service I have had from Simpsons Financial Services. All members of staff I have dealt with so far have been extremely polite and very knowledgeable. It's a comforting pleasure to have you guys as my financial advisers, keep up the good work.

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.

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 the utmost confidence in recommending Rob and his highly experienced team.

Simpson Financial Services have enabled me to retire at 55, giving me time and space to realise that I needed some part time work to keep me ticking over. I have regular meetings with Rob to tweak my portfolio. Whenever I have contacted the office I have always had wonderful help from whomever I have been speaking to. An absolutely amazing group of people. I feel they really appreciate that they are working for me and my financial interests.

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.