Rob Simpson

Rob Simpson Dip PFS
Managing Director and Independent Financial Adviser (IFA).

Rob has over 25 years financial services experience and holds the Chartered Insurance Institute's Diploma in Financial Planning and G60 Pensions qualification.  The last 18 years Rob has been a practicing Independent Financial Adviser (IFA) and his areas of financial expertise are pensions, retirement planning, wealth management and Trustee investments.  

As well as being the Principle at our firm Rob also Chairs the Simpson Financial Services Investment Committee.

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Natasha Phillips

Natasha Palmer Cert CII (MP)
Director and Independent Mortgage Adviser.

Natasha has over 10 years financial services experience and holds the Chartered Insurance Institute's Certificate in Financial Administration and Certificate in Mortgage Advice. Natasha specialises in producing Mortgage Capacity Assessments for divorcing couple's.

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Lisa Simpson

Lisa Simpson
Office Manager

Lisa has over 20 years financial services experience and holds the Chartered Insurance Institute's Financial Planning Certificate and The Investment Management Certificate (IMC).  As well as running our busy office Lisa also sits on the Simpson Financial Services Investment Committee.

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Edwina Hudson

Edwina Hudson Dip PFS
Later Life Adviser

Edwina has over 20 years experience as an Independent Financial Adviser. She holds the Chartered Insurance Institute's Diploma in Financial Planning and the Chartered Insurance Institute's Certificate in Mortgage Advice, Equity Release and Long Term Care. Edwina is also a Member of the Society of Later Life Advisers.

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Adele Tiff

Adele Tiff CERT CII (FS)
Financial Administrator

Having joined in October 2013 as an apprentice, Adele soon completed her apprenticeship and achieved the NVQ Level 3 in Business Administration. Since then Adele has continued to become an important member of the customer services team and in August 2017 completed the Chartered Insurance Institute's Certificate in Financial Services. She is now studying towards the Certificate in Paraplanning.

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Hannah Stanley

Hannah Stanley
Financial Administrator

After graduating from Durham University, Hannah has joined our team new to the financial services industry. She is currently working towards her professional exams in Financial Administration.

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Michael Hinett

Michael Hinett APFS
Chartered Financial Planner

Michael has 24 years experience in financial services and holds the coveted Chartered Financial Planner status. 

Using his breadth of experience, he is well placed to help with all areas of financial planning, particularly pensions, investments and inheritance tax planning.

Michael is an associate of the Personal Finance Society and is passionate about ethical investments.

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Malcolm-Clarke

Malcolm Clarke Adv CeMAP
Independent Mortgage Consultant

Malcolm has been in financial services since 1990 in both a management and advisory capacity.  He has worked with international insurance companies and UK Bank and Building Society mortgage lenders affording him over 25 years of industry experience on all aspects of mortgage and related insurances.   

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Kamal Mattu

Kamal Mattu CeMAP, CERT CII(ER)
Independent Mortgage Consultant

Kamal has worked within financial services since 1999 and specialises in providing independent mortgage, personal protection and general insurance advice.  He has a previously worked for Royal Bank of Scotland, Lloyds TSB and the West Bromwich Building Society and this wealth of experience is a real benefit to our clients financing property purchases or refinancing exising lending.

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James Shearman CeMAP

James Shearman-Payne CeMAP
Apprentice Independent Financial Adviser

James has worked within Financial Services since 2010 and specialises in providing Independent Mortgage & Protection Advice. Working closely/alongside Rob Simpson, James is currently completing his Financial Adviser Level 4 Higher Apprenticeship to further his career and once completed will be a fully qualified Independent Financial Adviser.

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