Client stories

Retiring last year, I was given advice on what and how to invest some of my 25%. I followed this advice and am extremely happy with the results.

Andrea Hillyer

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!

Simon Marriott

Last week I had a home visit from Hannah Stanley from Simpson IFA, she arrived on time with a lovely welcoming smile, we sat down and chatted for a while then we looked at my first years review, she had it all layed out in simple terms for me to understand, as I can get a bit overwhelmed with finances at times, all went extremely well and pleased with the results, I get regular updates via emails during the year, many thanks.

Carlo Hastings

I continue to be very happy with the clear, helpful advice given by Michael.  He has been managing my relatively small investment with care and attention for several years now and provides a bespoke service tailored to my situation.  I was particularly impressed when he went beyond the duties of his role as my adviser to provide some very helpful guidance to my son.  This was much appreciated and is another example of his helpfulness.

Rowan Fisher

I have found Simpson Financial services extremely professional in all departments, and as for you Hannah , as you have been my personal financial advisor, and the one I have had most contact with concerning my investments, nothing has been too much trouble for you to keep in contact, if that be by E-mail, telephone or in contact personally, in many cases you have called on me at my home, saving me a 16 mile round trip.

Thank you for time and professional knowledge in the 12 months I have been with you, I look forward to many more.

Trevor Frost

Everyone I have met from the team rates top notch!

Kevin Whitfield

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.

Sue Spring

Hannah has been helpful in enabling us to become aware of the workings of the investment markets.

Beatrice Long

Simpsons (Rob) has been giving me advice for many years now and it has always been advice that has been very useful - not only from a financial point of view but also a personal one. All advice is always welcomed, and useful. All the best.

Rich & Joanne

A fantastic personalised service tailor made to fit with financial needs, always thorough in explaining the current global financial situation which helps me better understand how my money is working for me. Well done SFS.

Cathy Sinton

Simpson Financial Services have given me piece of mind when life got difficult, Rob is always approachable and kind, and always with a smile. An honest and trustworthy firm to have those difficult financial questions with, and they give you all the options to make your choices well informed. Thank you.

Louise Duffy

I have been very pleased to have Hannah as my financial adviser and to be helping me invest my savings. She is very knowledgeable, kind and patiently explains things to me. I appreciated that Hannah visited me at my home on different occasions and that I know I can always come and speak with her at her office if I need anything explaining face-to-face.

Marion Pogson

Michael Hinett at Simpson Financial Services has given me the financial advice and confidence to enable me to retire early. He has advised me about pensions, ISAs and trusts and my investments are now benefitting me as I'd hoped. Thank you Michael.

Gavin Whitman

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.

Jane Sinton

Simpsons have provided a financial investment and planning service for several years. I find them to be professional. Trustworthy, efficient and engaging. I enjoy doing business with them.

Barry Winter

SFS is committed to safeguarding your investments and maximising their returns. My investments have consistently generated profits each year. Chris Wilson is a highly professional advisor who explains complex financial matters in a clear and accessible manner. I highly recommend SFS. The entire team is professional and friendly, providing ongoing and comprehensive information.

Stephen Oliver

The advice I have received from Simpson Financial Services has always been excellent.  The Personal Finance Portal is fantastic! Overall, the company is a pleasure to deal with and one I have recommended when asked.

Philip Hulcoop

Simpsons are very competent and very polite, organised and helpful.

Ian Raymond Price

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

Julia King

During the many years I have been serviced by Simpson Financial Services, I have always found the advice relevant, accurate, effective and delivered by staff who communicate at a level I find comfortable.

Ady Rayner

Hannah is a very professional, informative, pleasant and kind young lady.  Always ready to answer any questions you may have.

Sharon Frost

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.

Ian Price

I have been a client of Simpson Financial Services for many years now and have always found the whole team - led by Rob Simpson , Managing director, to be most professional , helpful and prompt in all dealings.

They have grown my portfolio despite all the ups and downs of the markets during the past few years. Regular reviews are arranged to keep me informed and help and information are a phone call away.

I have been very satisfied.

Peter Griffiths

Extremely pleased with all the help and advice you have given me re my investments.

Sue Burton

We have been with Rob and his team since 2018. They have always provided an excellent service. Extensive reports explaining forecasts and earning projections. Rob makes a complicated subject easier to understand and provides good advice and information for you to make the right decision. Best decision we ever made. At a time when you're anxious about who to trust with your retirement pot, Rob and his team gave clear advice and guidance as to our options. They continue to support and explain the markets and investments.

Peter Feest

Ryan Hewitt

I have been a client of Simpson Financial Services for over the last ten years and have always been very happy with the advice and guidance they have given me.

I would most definitely recommend them.

Terry Kimberley

Prompt response to my query, with clear and concise advice. My new pension was set up with minimal fuss, and they even consolidated all my pensions into one pot.

David O'Neill

I have the utmost confidence in recommending Rob and his highly experienced team.

Mark Armour

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.

Hugh Gilmore