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 Mortgage Capacity Assessment Specialist.

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 
Trustee Accounts Specialist

Lisa has over 25 years financial services experience and holds the Chartered Insurance Institute's Financial Planning Certificate and The Investment Management Certificate (IMC).  Lisa specialises in providing Trustees with their banking requirement and 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. 

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Adele Tiff

Adele Tiff Cert CII (FS)
Office Manager

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. More recently, Adele earned promotion to become our Office Manager and uses her skills and experience to make sure the office and customer service runs smoothly and efficiently.

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Hannah Stanley

Hannah Stanley DipPFS
Paraplanner

After graduating from Durham University, Hannah joined us as a Financial Administrator in November 2018, new to the Financial Services industry. She has since achieved a Certificate in Financial Services and a Certificate in Paraplanning which she gained through completing a Paraplanner Apprenticeship. More recently, she has achieved a Diploma in Financial Planning. Hannah is now looking to continue her study towards Chartered status.

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Alex James DipPFS

Alex James (DipPFS)
Paraplanner

After graduating from Nottingham Trent University, Alex began working in Financial Services in 2017. He has since obtained his Diploma in Regulated Financial Planning and also holds the Certificate in Mortgage Advice and Equity Release from the CII. He is keen to further his learning and study towards Chartered status.

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Victoria Sharman

Victoria Sharman Cert CII (MP)
Financial Administrator

Victoria joined Simpson Financial Services in 2019 after graduating from the University of Leicester with a Master’s degree and a period of working in foreign exchange. Since joining the team Victoria has gained her Certificate in Financial Services and the award in Financial Administration. Victoria works closely alongside the Financial Advisers and Lisa in Trustee Accounts, and is currently working towards her Mortgage Advice qualification.

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Emma Scott

Emma Scott
Financial Administrator

Emma has joined our team as a Financial Administrator after several years working in Customer Services roles. She is excited to be starting a career in the Financial Services Industry.

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Joanna Lewin

Joanna Lewin
Financial Administrator

Joanna has joined us as a Financial Administrator, new to the Financial Services industry after working as an Event Coordinator within the hospitality sector. She is excited to be starting a career within the Financial Services industry.

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Michael Hinett

Michael Hinett APFS
Chartered Financial Planner

Michael has over 25 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 ESG / ethical investing.

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Callum Ogden

Callum Ogden FPFS, MCSI, Step Affiliate

Independent Financial Planner & Fellow of the Personal Finance Society

Callum began working in Financial Services in 2017 after a career as a Pashto Linguist and Intelligence Analyst in the British Army. He holds the Advanced Diploma in Financial Planning and the Certificate in Pension Transfer Advice from the CII. In 2021, Callum also became a Fellow of the Personal Finance Society which is the most prestigious level of professional achievement. In addition, he is an Affiliate member of the Society of Trust and Estate Practitioners. This allows him to understand and work collaboratively with other professional advisers such as accountants and solicitors, resulting in an all encompassing service for his clients.

He is a firm believer that good financial planning can make a significant impact on people’s lives and he aims to continue to develop his knowledge as widely as possible to help as many people as he can.

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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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