Our retirement planning advice helps you turn your earned income into a secure and sustainable retirement.
We work with you to understand your options, provide clear pension advice, and recommend solutions that are right for your circumstances.
Your adviser will build a plan that is realistic, affordable, and aligned with your goals, giving you the confidence to make informed decisions and enjoy a comfortable standard of living in retirement.
Pension schemes
Get to know the different UK pension schemes to find the right plan for your needs.
Retiring last year, I was given advice on what and how to invest some of my 25%. I followed this advice and am extremely happy with the results.
Andrea Hillyer
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
A great personable team and always responsive when you contact them.
Helen Main
I met Rob Simpson 10 years ago when I engaged Simpson Financial Services to look after my investments. I have found them to be extremely professional & friendly in all respects and have been absolutely delighted with the service that they have provided me with.
Robin Richards
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
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
Since first dealing with this company up to the present, I have found them to provide an excellent tailor made and personal service including financial advice. The products I use are selected/ designed specifically to meet my individual needs. They are very personable while remaining professional, and in my case, I meet with the founder of the company regularly for updates, reviews and discussi...
Johnny Payne
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 reco...
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.
