Book a free introductory call with Alex

If you'd like to briefly discuss your financial circumstances with Alex James (FPFS), one of our independent financial advisers, you can book a 15-minute introductory call below. It's a great way to quickly find out if financial advice might help you reach your goals.

Why choose Simpson Financial Services?

  • Expert guidance: Our team of certified financial planners and mortgage advisers are experts in turning your aspirations into achievable goals.

  • Customised solutions: We understand that each of you is unique. Our services are tailored to your individual circumstances, evolving with you.

  • Continuous support: We believe in building lasting relationships. Our advisers are committed to guiding you through life’s financial journey, adjusting strategies as your needs evolve. 

 

Ready to take control of your financial future?

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Award-winning financial advice in Leamington Spa

Latest articles from the blog

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Jingle bells and data tells: Our 2025 in numbers
11 December 2025

It’s been another busy year at Simpson Financial Services HQ. To kick off the festive season, we’ve wrapped up our 2025 in numbers – because numbers are what we do ...

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Survey finds 66% won’t talk about money openly
31 October 2025

Every year, Money Helper runs its ‘Talk Money Week’ campaign to get you talking about your finances – whether you’re saving, paying off debt, or just getting by.

...
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We’re the Apprentice Employer of the Year 2025!
21 October 2025

We’re pleased to announce that we were recently named the Apprentice Employer of the Year 2025 (SME) at the CII & PFS Apprenticeship Awards. It’s an honour to be ...

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From insight to impact: Our award finalists in the spotlight
16 October 2025

Several members of the SFS team have been named as finalists for not one but two Money Marketing awards, and to say we’re proud of them and the impact they’re ...

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