Welcome to our website

Simpson Financial Services are a firm of professional financial advisers specialising in wealth management based in Coventry and serve our clients throughout Warwickshire and the Midlands. The business was set up by Rob Simpson in 2004 to provide a full financial planning service to individuals and businesses. Due to continued growth and demand we additionally offer a full mortgage advice service.

Our individual clients benefit from our wealth management service incorporating all existing investments, pension funds and protection plans. In addition, we provide ongoing financial advice in relation to end of year tax planning, portfolio rebalancing and amendments to the financial plan based on changing client circumstances or government legislation.

Individual clients also benefit from online viewing and daily valuations of their portfolio via a secure login from this website and receive our client magazine ever two months. You can download our latest copy here. As a minimum, all clients are offered a full financial planning review on an annual basis.

For our business clients we offer specialist financial advice which includes employee benefit consultancy and business protection advice. We class business clients as companies, partnerships and sole traders.

Our employee benefit consultancy helps your business provide the most suitable type and level of benefits to achieve your business objectives of recruiting and/or retaining quality staff. Business protection incorporates ownership cover, key person cover and business loan cover.

If you think we may be a suitable firm to provide you with our first class financial planning or wealth management services then please call us on 02476 251100 or send us a message here to discuss you particular requirements.