Navigating retirement: From your finances to your mental health

A fantastic personalised service tailor made to fit with financial needs, always thorough in explaining the current global financial situation which helps me better understand how my money is working for me. Well done SFS.

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

Prompt response to my query, with clear and concise advice. My new pension was set up with minimal fuss, and they even consolidated all my pensions into one pot.

Always helpful and provide on-going advice and reassurance on a personal level. Also some useful tips and help for the future.

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.

Hannah is very supportive, quick to respond, and always has my best interests at heart. She feels like a trusted friend, and I feel very comfortable accessing advice. I am very happy working with Hannah and want to keep her services long-term!

Rob Simpson has been supportive and informative about how to invest my finance since my father died. He treats me like an intelligent human being and discusses options against the current economic context. I am very happy with the service I have received. Thanks Rob.

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.

Everyone at Simpsons is very friendly and helpful. Portfolio details/changes are explained in terms that I, with no previous experience of an investment portfolio, can understand.

The service and knowledge are extremely high quality, with appropriate guidance and best advice given. Always prompt and efficient to respond to queries, it’s an absolute pleasure to work with Rob and the team. Would thoroughly recommend to anyone looking for financial advice. Thanks for all your help so far. 10 out of 10.