The following document sets out the Key Facts of our service. This shows our typical terms and conditions;
however, we will discuss your preferences such as how we are paid when you ask us for our advice.

Simpson Financial Services Limited was set up in January 2004 by Rob Simpson who is the Managing Director.

The company is authorised to give independent financial advice.

Rob has worked and advised in the financial services industry since 1989 with companies such as Commercial Union, Abbey National, Scottish Equitable and Friends Provident. Since 1998 he has been an Independent Financial Advisor (IFA), has achieved the Chartered Insurance Institute’s Advanced Financial Planning Certificate (AFPC) qualification, is a member of IFA Promotion and registered with The Personal Finance Society.

The aim of the company is to provide technically sound personal financial planning advice to UK residents and corporate financial planning to UK based companies and partnerships. This follows a thorough understanding of the client’s current circumstances, existing financial needs and future financial aspirations.