Before we commence working with you it is important that you have an understanding of what we can do for you, how we work, the laws in place to protect you, the costs of our services and so on.

Because we are dealing with the important subject of your money we, as a firm, are also very heavily regulated (even though we never personally hold your cash). The documents below cover all these subjects and if you have any questions about how they may affect you then please contact us directly.

We always appreciate feedback from our clients as we look to test the quality of our financial advice, the customer service that we give and the value for money you get. Here is a sample of the results:

 

J Drew - 2016

"As Executor for my Late Mother-in-Law, I was tasked with setting up a Trust for her Great-Grandchildren. Having received very little help from the Solicitors, I embarked on many hours of Internet research and made many fruitless calls to Banks, with little success.

Eventually, I came across Simpson Financial Services’ website, and spoke to Edwina. She explained how Trust Investments were best handled, but after a number of phone calls, and email exchanges, in which she sent me some details of long term investment options, it became apparent that in the short term, I needed a Trust Bank Account to be set up.

I was put in contact with Lisa to facilitate this. She researched various options, and eventually proposed a suitable bank. After I had provided her with the necessary information regarding the Will, Lisa filled in all the Application forms and all the trustees had to do was add their signatures.

Compared to the solicitor I was dealing with, I felt the charges for this service were very reasonable, considering the amount of work that was done on my behalf.

Within two weeks, I was contacted by the Bank, welcoming the Trust, thereby allowing the Solicitors to deposit money into the account. I will be approaching Edwina in the future regarding longer term plans.

From the outset, everyone I have spoken to at Simpson Financial Services has been courteous, helpful and efficient, and I have no hesitation in recommending them to anyone else."

 

 


CP from Northants...
 

"Thank you for your attention to detail"
Scored us 9 out of 10

N&D H from Birmingham...
"The service we received was outstanding in everyway. We will recommend you to anybody. Natasha was amazing in keeping us up to date with everything. Thank you so much"
Scored us 10 out of 10

SS from Coventry ...
"Fantastic"
Scored us 9 out of 10

SJ from Coventry....
"Great Service"
scored us 10 out of 10

AR from Nuneaton.....
"Thank you for all your help over the past few years"
Scored us 10 out of 10

JB from Leamington Spa...
"A pleasure to do business with you"
Scored us 10 out of 10

C&D C from Stratford Upon Avon....
"Many thanks for all your hard work. Even the final fee was good"
Scored us 9 out of 10

S&C W from Knowle, Solihull....
"Perfect and good fun too. We especially liked the Income and Expenditure forecasting which has put our minds at rest"
Scored us 10 out of 10

Rob Simpson has worked for in the financial services industry for over 25 years with some of the UK’s largest companies such as Abbey National, Aegon and Friends Life since setting up Simpson Financial Services Limited in 2004. 

He has worked with a number of local and national media organisations over the last 11 years including the BBC and the Financial Times. His areas of speciality is Pensions including pension fund options at retirement, SSAS, SIPPs and Personal Financial Planning.

Rob has also presented to large audiences of both private groups and staff of some of the UKs largest companies on holistic retirement planning and is available for booking on request, subject to availability.

Any request for comment should be made directly to This email address is being protected from spambots. You need JavaScript enabled to view it. or by calling the office on 0800 6342 111


Press Image - Simpson FS Logo
Download Image - 11th December 2009


Press Image - Rob Simpson
Download Image - 11th December 2009

Are you a talented and ambitious individual with experience of providing financial advice with the relevant professional qualifications to support your career?  

If so, we should be discussing your next big step forward in your career with a role in our Company.

We have a history of making sure our staff achieve their fullest potential in friendly and professional environment.  We know that  our clients benefit from the way we treat our staff too.

We currently have vacancies in the following positions:

 

Independent Financial Adviser

An opportunity has arisen for an exceptional and experienced financial adviser to join a fantastic firm of Independent Financial Advisers and Wealth Managers in Royal Leamington Spa. The firm was established in 2004 and specialises in providing holistic pre and post retirement planning advice.

The role is an employed position and predominantly office based although some client meetings will require local travel.

Your duties will include the comprehensive annual review of existing active clients along with providing advice to clients new to the business.

Administrative support and paraplanning support is provided to ensure that you are able to concentrate your time in the areas where your skills are best used. Additionally, the firm uses a full suite of market leading technology to help aid the very best outcomes for you and the client.

The firm has a passion for personal development of all it's staff and to help you reach the pinnacle in your career whilst thriving in a professional and friendly environment. A basic salary is payable between £45,000 and £50,000 dependent upon your qualifications and experience along with an uncapped bonus scheme and pension scheme membership.

In order to be considered for this exciting role you must be an experienced financial adviser who has achieved the Level 4 Diploma qualification as a minimum and working towards or have already achieved Chartered Status. Additionally, you will have achieved Competent Status as an adviser in your current position.

You should also have experience and knowledge of advising on all pension schemes and a thorough understanding of general financial planning principles.

If you are considering a move to one of the UK's premier financial firms who specialise in the areas of financial planning, wealth management and mortgage advice please contact us in confidence with your up to date CV in writing to our Leamington Spa office or via email to This email address is being protected from spambots. You need JavaScript enabled to view it. or call us on 0800 6342 111.

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RETIREMENT ADVICE & PLANNING

Your retirement planning need not be restricted to conventional pension funds but most people accumulate these throughout their working life...

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CONTACT ONE OF OUR EXPERTS

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PENSION SCHEMES

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FACTSHEETS

Click here for our free factsheets

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