Wealth management

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

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.

The advice I have received from Simpson Financial Services has always been excellent.  The Personal Finance Portal is fantastic! Overall, the company is a pleasure to deal with and one I have recommended when asked.

Good all-round financial advice and subsequent investment strategies from their knowledgeable advisers.Your individual feeling towards financial risk in the various platforms are discussed and reviewed annually,and their website can give you a snapshot of your current investments, assets, liabilities etc at any given time.

Simpsons have provided a financial investment and planning service for several years. I find them to be professional. Trustworthy, efficient and engaging. I enjoy doing business with them.

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.

Everyone I have met from the team rates top notch!

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.

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 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.