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.

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.

First class service with a genuine desire to provide excellent customer satisfaction and financial advice.

Hannah is very supportive, quick to respond, and always has my best interests at heart. She feels like a trusted friend, and I feel very comfortable accessing advice. I am very happy working with Hannah and want to keep her services long-term!

Simpson Financial Services have enabled me to retire at 55, giving me time and space to realise that I needed some part time work to keep me ticking over. I have regular meetings with Rob to tweak my portfolio. Whenever I have contacted the office I have always had wonderful help from whomever I have been speaking to. An absolutely amazing group of people. I feel they really appreciate that they are working for me and my financial interests.

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

The advice I received for the VISTA savings account was very much appreciated.

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!

Simpson Financial Services are a quality caring and listening organisation, they keep you up to date with any changes within your portfolio and offer first class advice when markets change.

Great service from a super efficient team.