Business financial planning

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.

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.

A great personable team and always responsive when you contact them.

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.

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.

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.

Simpson Financial Services have given me piece of mind when life got difficult, Rob is always approachable and kind, and always with a smile. An honest and trustworthy firm to have those difficult financial questions with, and they give you all the options to make your choices well informed. Thank you.

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.

We have entrusted our finances with Rob for many years and have been extremely happy and wouldn't hesitate to recommend Simpson Financial Services.

Rob Simpson of Simpson Financial Services has been my financial adviser for nearly 20 years and I've found Rob and his staff to be totally trustworthy, professional, reassuring, accessible and would recommend SFS for excellent advice.