Simpson’s provide excellent customer support, service and annual reporting. I always enjoy and value our face to face annual review meeting.
I have been a client of Simpson Financial Services for many years now and have always found the whole team - led by Rob Simpson , Managing director, to be most professional , helpful and prompt in all dealings.
They have grown my portfolio despite all the ups and downs of the markets during the past few years. Regular reviews are arranged to keep me informed and help and information are a phone call away.
I have been very satisfied.
Great professional service, friendly and courteous staff.
I have been a client of Simpson Financial Services for over the last ten years and have always been very happy with the advice and guidance they have given me.
I would most definitely recommend them.
One of the features that Simpsons provide, which I really like, is the Personal Finance Portal. It gives me a great overview of my current portfolio which I can see at a glance. I have a great relationship with the team and I always look forward to the fun filled meetings we have. They did a great job advising me on the best ways of paying off my mortgage, so I would definitely recommend them!
I have known Rob Simpson for approximately 30 years and have been a client of Simpson Financial Services since its inception. The longevity of the relationship speaks volumes for the service that we, my wife and I, have received from Rob and SFS during that period.
We have always from the start received a personal and direct service from SFS with Rob remaining an available point of contact. As the business has grown my concern, as an aging technophobe, has been that we would become another client to be dealt with via email and/or post. This is not the case with SFS staff who are always accessible, polite and patient with Rob, if and when necessary, also there to clarify, discuss and advise.
During the early years, thanks to Rob’s polite persuading and cajoling we managed to save for a nice pension the receipt of which does not seriously prejudice our capital investment. During the later years and at present, in this topsy turvy world, we are reassured in the knowledge, that we can pick the phone up and speak to Rob and/or staff at SFS for advice or reassurance.
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.
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.
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’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.
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Simpson Financial Services Limited. Registered in England No. 4830621. Registered Address: 23a Cross Street, Leamington Spa, Warwickshire, CV32 4PX
The information contained within the website is subject to the UK regulatory regime and therefore primarily targeted at customers in the UK. Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows
The Financial Ombudsman Service
Exchange Tower, London. E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk
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