Later Life Financial Advice in the Care Home

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.

I have used Michael since 2020 and he has taken care of my portfolio enabling me to carry on with life knowing my investments are in safe hands. We have annual reviews and everything is always explained to me in detail including my questions being answered in full. As Michael always tells me, “there is no such thing as a stupid question”! Michael is very amiable and patient with my queries and always delivers tax efficient advice. I have recommended Michael to friends and one friend is also currently using his services. Thank you for looking after me and putting my mind at rest regarding certain investments.

Simpsons are very competent and very polite, organised and helpful.

Personal, friendly and very professional service.

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

A BIG and heartfelt thank you to Malcolm from us both, for all his help and advice (over the last few years!). It's been invaluable.

Great professional service, friendly and courteous staff.

I've known Rob and his team for many years and it's rare to find a plain speaking professional team of good advisers. When I retired I had no hesitation in letting Rob manage my portfolio (that he had managed throughout my career). Great advice and explanation of the current markets coupled with a professional and friendly approach. I never doubt that Rob and his team are working hard to manage my investments!

Since first dealing with this company up to the present, I have found them to provide an excellent tailor made and personal service including financial advice. The products I use are selected/ designed specifically to meet my individual needs. They are very personable while remaining professional, and in my case, I meet with the founder of the company regularly for updates, reviews and discussion. Can't fault them.

Prompt response to my query, with clear and concise advice. My new pension was set up with minimal fuss, and they even consolidated all my pensions into one pot.