Investment service levels and fees

We have been most satisfied with the expert advice and guidance provided by Michael Hinett, who completely understood our situation and aspirations and consequently prepared relevant proposals for our forthcoming retirement.

Michael gently guided us through the maze of financial options available to us and gave excellent advice whilst explaining each of the options.

We now have a greater understanding of our pensions and finances and we are really excited for our retirement and the future.

A BIG and heartfelt thank you to Malcolm from us both, for all his help and advice (over the last few years!). It's been invaluable.

Personal, friendly and very professional service.

I met Rob Simpson 10 years ago when I engaged Simpson Financial Services to look after my investments. I have found them to be extremely professional & friendly in all respects and have been absolutely delighted with the service that they have provided me with.

I retired early 7 years ago and needed the services of a financial advisor to help plan the years a head. I initially looked at 3 advisors and decided to employ Simpsons to handle my various accounts. Rob simpson set up the plan and a few years later Michael Hinett took over as my personal financial advisor. All we planned came to fruition this year and despite COVID, various financial crises and wars etc we have been successful and looking back I definitely made a good choice.

I have been a customer of Simpson Financial Services for 5 years. If you measured the standard of service from Rob and the team in terms of sporting success then you are talking Olympic gold medals. Good, solid financial support, be it pensions, mortgages, investments.

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.

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.

The advice I received for the VISTA savings account was very much appreciated.