Financial planning advice from independent advisers
Financial planning
Clear, personal advice for those seeking professional financial planning.
Why do I need a financial plan?
A good financial plan can act as a roadmap to achieving your aspirations. It can be the difference between retiring at 67 or at 55. It can ensure the financial security you need to launch your new venture – or assure your children’s inheritance. Whatever it is you’re dreaming of a financial plan can help you get there.
Understand the implications of different financial choices on your short, medium and long-term goals so that you can feel empowered. Our qualified independent financial advisers use industry-leading technology to answer your biggest question: 'What if?'
Our six-stage advice journey...
Retirement planning
Plan with confidence so you can enjoy your retirement.
Expert guidance: Our team of certified financial planners and mortgage advisers are experts in turning your aspirations into achievable goals.
Customised solutions: We understand that each of you is unique. Our services are tailored to your individual circumstances, evolving with you.
Continuous support: We believe in building lasting relationships. Our advisers are committed to guiding you through life’s financial journey, adjusting strategies as your needs evolve.
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 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.
John Smitton
Simpson Financial really are the BEST. They have the unique combination of being PROFESSIONAL and FRIENDLY. All transactions are processed PROMPTLY. HIGHLY RECOMMEND.
Penny Hulcoop
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
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
Great service from a super efficient team.
Juliet Lindsay
Hannah has been so lovely.
I’m so grateful to her for her warm, friendly approach & helping me understand matters that I previously couldn’t.
I would not hesitate in recommending Hannah & always feel like I’ve visited a friend who certainly knows ‘her stuff’.
She has helped me ...
Debbie Constable
We have been most satisfied with the expert advice and guidance provided by Michael Hinett, who completely understood our situation and aspirations and consequently prepared relevant proposals for our forthcoming retirement.
Michael gently guided us through the maze of financial options available to us and gave excellent advice whilst explaining each of the options.
We now have ...
Angela Hands
During the many years I have been serviced by Simpson Financial Services, I have always found the advice relevant, accurate, effective and delivered by staff who communicate at a level I find comfortable.
Ady Rayner
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.