Asset allocation

During the last six years I have received such excellent service. Knowing my circumstances, they have always given me confidence in dealing with my finances. I look forward to many more years of their help and support.

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

Personal, friendly and very professional service.

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.

Great professional service, friendly and courteous staff.

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.

Good all-round financial advice and subsequent investment strategies from their knowledgeable advisers.Your individual feeling towards financial risk in the various platforms are discussed and reviewed annually,and their website can give you a snapshot of your current investments, assets, liabilities etc at any given time.

A great personable team and always responsive when you contact them.

I am very pleased with the service I have had from Simpsons Financial Services. All members of staff I have dealt with so far have been extremely polite and very knowledgeable. It's a comforting pleasure to have you guys as my financial advisers, keep up the good work.

I have been a customer of Simpson Financial Services for 5 years. If you measured the standard of service from Rob and the team in terms of sporting success then you are talking Olympic gold medals. Good, solid financial support, be it pensions, mortgages, investments.