Personal Financial Planning

Every client brings with them their own set of unique circumstances and you will be no different. We have been responsible for creating hundreds of personal financial plans and no two have ever been the same. This is also partly due to our status as independent financial advisers (IFA).

As an IFA, you can be confident that if we need to pick a financial product, investment fund or insurance contract to help construct your personal financial plan then we will deem it to be the most appropriate of its type in the UK based on it price, benefits or performance. We are not like banks or some other types of adviser who have their choice restricted to one or a few providers.

We can work for you on a full financial planning or limited advice basis. We feel you get a better service from us with a full planning service as many of the areas of your finances overlap. It is difficult to make a change to one area of your finances without it inadvertently affecting another.

However, limited advice still has a place in areas such as buying an annuity via the open market option (OMO), advising on a Pension Sharing Order, buying a house and so on. Many clients who opt for limited advice convert to a full financial planning service at a later date.

We do charge you for our advice and this is paid for by either commissions we may receive, a fee we may charge or a combination of them both. If you wish to pay a fee then we will tell you how much it is during your initial meeting. If you would like us to be paid by commission then we will disclose the commission amount to you.

To discuss your financial planning in more detail or wish to arrange you free initial meeting then please call our office on 0845 0179 578

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