Investing

You may be perfectly comfortable planning your investments without help from someone else but there is no guarantee that you will end up with the best choice. Also, choosing and watching your investments can be a surprisingly time-consuming business and impartial, independent help is well worth having. We take all the responsibilities away from you.

Every client’s investment strategy is unique. We take into account your entire personal circumstances which includes an analysis of your attitude to investment risk before we advise on and then implement your investment plan.

We use a range of different investment vehicles which include Bonds, ISAs, Unit Trust, OIECS, Pensions, Investment Trusts and so on. We advise you on both the most appropriate investment vehicles and then which Provider.

We make sure that we use appropriate asset classes such as equities, cash, bonds and property to ensure we achieve the correct balance to your investments. This often means that your investment portfolio is further managed by some of the world’s leading experts such as Jupiter, Invesco Perpetual, Fidelity and Black Rock.

We also monitor the ongoing performance of your investments and also give you access to your portfolio valuations on a daily basis through our website. You can also produce portfolio reports in pdf format to save and compare to previous reports.

When and where we feel it is relevant to make changes to the underlying investments in the portfolio we will always discuss this with you before carrying out the changes.

Our addresses:

The Techno Centre,
Puma Way, Coventry, CV1 2TT

19 Sherbourne Place,
Clarendon Street, Leamington Spa,
Warwickshire, CV32 5SW

Office Hours:

Monday to Friday 9am to 6.30pm

Communications:

Tel – 0845 0179 578
Fax – 0845 0179 579
Email – office@simpsonfs.co.uk