Financial planning

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!

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. 

Ever since I left my personal pension with Simpson financial I never had one minute of doubt about my financial future. Many thanks.

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.

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.

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.

I have been a customer of Simpson Financial Services for 5 years. If you measured the standard of service from Rob and the team in terms of sporting success then you are talking Olympic gold medals. Good, solid financial support, be it pensions, mortgages, investments.

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

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.