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
Hannah and Rob were extremely helpful throughout the whole investment process and were able to explain in a manner which was accessible to those with no financial background. They were both friendly and accommodating at all times.
Ryan Hewitt
Everyone I have met from the team rates top notch!
Kevin Whitfield
Personally, the world of pensions is a minefield, what with tax free allowances, lump sums, taxes, annual allowance and pension providers to name but a few, I found I was completely overwhelmed with the prospect of managing it myself.
That's where Hannah stepped in.
Hannah and Simpson Financial Services were nothing short of excellent.
Throughout my 'pension pot' journey, Hannah explained what she needed to do, communicated with me at every step of the way, answered all my questions and alleviated my anxieties.
Thank you so much for the support and guidance.
I was grateful to have Hannah as my trusted advisor and equally to have had the pleasure of working with the company.
I will always appreciate all of the hard work at a time when I was floundering.
Donna Dunkley
Great professional service, friendly and courteous staff.
Garry Bull
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.
Dave Buckley
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
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 (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
I retired early 7 years ago and needed the services of a financial advisor to help plan the years a head. I initially looked at 3 advisors and decided to employ Simpsons to handle my various accounts. Rob simpson set up the plan and a few years later Michael Hinett took over as my personal financial advisor. All we planned came to fruition this year and despite COVID, various financial crises and wars etc we have been successful and looking back I definitely made a good choice.
David Cartwright
I have no hesitation in recommending the Simpsons Financial Services to anyone. Everyone who I have recommended has been delighted by the service.
Roger Stocker
The service and knowledge are extremely high quality, with appropriate guidance and best advice given. Always prompt and efficient to respond to queries, it’s an absolute pleasure to work with Rob and the team. Would thoroughly recommend to anyone looking for financial advice. Thanks for all your help so far. 10 out of 10.
Julia King
One particular quality that stands out for me, is that the team has always been courteous when handling any of my information. They also found me a great mortgage deal!
Catherine Wilson
I have been a client of Simpson Financial Services for over 10 years. Rob and the team are great and they offer advice and guidance that is easy to understand and provides confidence that my investments are in good hands.
Andy Wilson
Rob Simpson and his team have been looking after my financial requirements for the last 12 years. They've also handled my wife’s financial matters for the last 3 years. I can say on behalf of the two of us that we have received a first class service both in regards to the portfolios put together and the sound advice as to keeping pace with the ever changing financial scene. The returns on our investments have always shown a good steady growth despite the problems caused by Covid and the war in Ukraine.
I would not hesitate to recommend the services of Rob Simpson to anybody looking for a financial adviser.
Frank van Beest
Hannah is a very professional, informative, pleasant and kind young lady. Always ready to answer any questions you may have.
Sharon Frost
Always helpful and provide on-going advice and reassurance on a personal level. Also some useful tips and help for the future.
Allan Bennett
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.
Nicky Howarth
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
Michael is a very clear and thoughtful Financial Advisor. He makes things clear and he understands where I want to be in retirement. I am happy I found him and find his advice valuable. I would recommend Michael and I don't usually recommend.
Russel Lyons
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
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.