Simpson Financial Services named Top 100 IFA firm by New Model Adviser

Simpson Financial Services named Top 100 IFA firm by New Model Adviser

We’re excited to announce that Simpson Financial Services has been named one of the Top 100 Independent Financial Advice firms in the UK for 2024 by Citywire's New Model Adviser.

This list celebrates firms that are going above and beyond for their clients and communities, making a tangible difference in the financial services industry.

Over the past 18 months, we have worked to enhance our service offering, update our website, and refine our pricing structure, all with the goal of bridging the advice gap and making high-quality financial advice widely accessible. It’s wonderful to have these efforts formally recognised.

Independent Financial Adviser and Managing Director, Rob Simpson, said “We’ve always offered the highest level of customer service and placed our clients at the heart of our business, but these recent changes have taken this to another level.”

This achievement reflects our ongoing commitment to meeting clients’ needs. In addition to providing top-tier financial advice, we were also recognised for giving back to the community we serve, and for being a majority female-led business; something that we hope inspires more women to join our profession.

This recognition is testament to what we have achieved so far, but it also fuels our determination to continue helping more people achieve financial confidence and peace of mind. We’d like to take this opportunity to thank all our clients, partners, and community members for their ongoing support.

To learn more about how we can help you with your financial planning needs in Leamington Spa and across the UK, contact us today.

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