First class service with a genuine desire to provide excellent customer satisfaction and financial advice.
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.
Personal, friendly and very professional service.
Rob Simpson and his team have been looking after my financial requirements for the last 12 years. They've also handled my wife’s financial matters for the last 3 years. I can say on behalf of the two of us that we have received a first class service both in regards to the portfolios put together and the sound advice as to keeping pace with the ever changing financial scene. The returns on our investments have always shown a good steady growth despite the problems caused by Covid and the war in Ukraine.
I would not hesitate to recommend the services of Rob Simpson to anybody looking for a financial adviser.
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.
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!
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.
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.
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.
I have used Michael since 2020 and he has taken care of my portfolio enabling me to carry on with life knowing my investments are in safe hands. We have annual reviews and everything is always explained to me in detail including my questions being answered in full. As Michael always tells me, “there is no such thing as a stupid question”! Michael is very amiable and patient with my queries and always delivers tax efficient advice. I have recommended Michael to friends and one friend is also currently using his services. Thank you for looking after me and putting my mind at rest regarding certain investments.
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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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Simpson Financial Services . All Rights Reserved.