Client stories

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

Our meetings with Chris gave us a great insight to where we should and how to invest both my Scottish widows pension and savings into transact.
I now receive my payment every 4 weeks on time I also receive up to date information on my investments with transact.
I would personally like to thank Chris for all his hard work and making suggestions so clear to understand.
I would recommend SFS services 100percent.

Steve Burdett

Always a pleasant experience using Simpson Financial Services to support with our financial planning. Christian Wilson is very personable whom fully understands our requirements. I would highly recommend Simpson Financial Services for all elements of financial planning.

Kevan and Debbie Kane

Hannah took over the management of my portfolio from my previous financial advisor and has proven to be very informative and patient in her interactions with me.

Julie Brice

Although I have only known Hannah a short time I have found her to be professional, helpful and approachable. She also explains things in a way I can understand and I am confident accepting her advice.

Vicky Parker

Working with Hannah and Simpsons has been a pleasure. Hannah took over from my previous, long-standing IFA who had retired and I found her to be friendly, very knowledgeable and she explained financial matters and options to me in a way I could readily understand. Hannah and Simpsons are a great partnership for me, especially in these financially difficult times.

David Kallmeier

We are both very happy with the service from Chris, which includes sensible financial guidance to enable Simpsons to make the right financial decisions for our best interests.

Very happy with the portfolio performance and applications, which thanks to Chris's guidance we can conveniently access to monitor status.

We find Chris easy to do business with. A good listener, patient, empathetic and knowledgable.

He has a knack of answering questions clearly and succinct.

We feel comfortable and re-assured that we are in good hands.

Shaun and Lorraine Billeness

I live in Spain, and Hannah Stanley manages my investment portfolio in the UK.
I receive regular reports on the performance of my investments, as well as correspondence relating to their management.
I have audiovisual meetings with Hannah, which help to create a positive relationship, as well as enabling discussion of details.
I am very satisfied with the service provided by Simpson Financial Services, and especially Hannah, who is always available if I needed to contact her.
The best compliment I can pay is that I do not think about my investments much, because I know they are on safe hands.

David Kennaby

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

Both Simpson Financial Services and Hannah in particular have been very proactive and efficient in managing our financial investments, with excellent communication. We are happy to recommend them.

Ron Davison

I would like to say what a pleasure to meet Hannah.

She's very friendly and puts you at ease. I'm not to good at understanding a lot of financial issues. But she talks you through and is very patient.

I hope she continues to do well in the future.

Nancy Gall

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 have always found Simpson Financial Services to be knowledgeable, approachable and thorough.

My meetings with Hannah are always a pleasure and I feel the advice and support she gives to be correct, genuine and helpful, and I know that I can call her at any time to help with any queries I have.

I have no hesitation in recommending Simpson Financial Services, and indeed have recommended them to friends and family.

Heather Davies

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

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

Beatrice Long

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

Sharon Frost

I found Hannah very helpful and professional when helping me navigate my financial questions.

Easy to talk to and nothing was to much trouble.

Would definitely recommend.

Terry Kimberley

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

Debbie Constable

We are very pleased to have chosen Simpson Financial Services to help sort our financial affairs. Christian and, indeed, all the team are both extremely knowledgeable and personable. Their service is second to none.

Lorraine and Shaun Billenness

We are both very happy with the services Hannah and the team have provided in sorting out our finances, and also for all of her excellent guidance regarding all our questions about retirement,  guiding us towards that time of life. Hannah has always been at the end of the phone for us, which we both appreciate.

Alyson and Rob Evans

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

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 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

Good all-round financial advice and subsequent investment strategies from their knowledgeable advisers.Your individual feeling towards financial risk in the various platforms are discussed and reviewed annually,and their website can give you a snapshot of your current investments, assets, liabilities etc at any given time.

Richard Nett

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

Mark Armour

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!

Annie Collins

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.

Gill Hawley

Ryan Hewitt

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