A Warwickshire First For Simpson Financial Services Financial Advice Team

I would highly recommend the excellent services provided by Simpsons, as we have always been extremely happy with the products and helpfulness of the whole team. 5 star service for mortgage and pension portfolio.

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.

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.

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.

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.

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.

Everyone at Simpsons is very friendly and helpful. Portfolio details/changes are explained in terms that I, with no previous experience of an investment portfolio, can understand.

Having used Simpson financial for many years now I have always received good advice and as I approach my goal of early retirement it has only been possible with the sound advice I have been given over many years. My personal pension plan has always been exactly that... personal to me.

The advice I received for the VISTA savings account was very much appreciated.

Simpson’s provide excellent customer support, service and annual reporting. I always enjoy and value our face to face annual review meeting.