Financial calculators

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.

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.

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.

One particular quality that stands out for me, is that the team has always been courteous when handling any of my information.  They also found me a great mortgage deal!

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

Simpson Financial really are the BEST. They have the unique combination of being PROFESSIONAL and FRIENDLY. All transactions are processed PROMPTLY. HIGHLY RECOMMEND.

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 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.

Michael Hinett at Simpson Financial Services has given me the financial advice and confidence to enable me to retire early. He has advised me about pensions, ISAs and trusts and my investments are now benefitting me as I'd hoped. Thank you Michael.