Independent financial advice in Winchester

Secure your future with bespoke financial planning in Winchester

Whether you are planning for retirement, seeking investment opportunities, or managing your estate, get comprehensive financial planning services in Winchester that are tailored to your needs. We offer a bespoke experience with different service levels and fees so that you only pay for what you require. Our independent financial advisers are dedicated to helping you navigate the complexities of financial management with confidence and ease so that you can reach your goals. Book your free, no-obligation initial consultation today.

Our Winchester IFA services include...

Retirement planning Ensure a secure and comfortable future with a robust retirement plan.
Investment management Get personalised investment strategies to help you grow your wealth.
Tax planning Maximise your financial potential with advice on tax-efficiency.
Estate planning Manage and preserve your estate for future generations.

Your award-winning financial adviser in Winchester

Hannah Stanley DipPFS

Independent Financial Adviser

Meet Hannah Stanley, our financial adviser based in Winchester. Hannah brings the highest level of client service and a deep understanding of the financial landscape, ensuring that you receive the advice and support you need. Her dedication to client success has made her a highly commended adviser; Hannah was awarded the CII’s Young Achiever of the Year award in 2023.

Winchester Office: Regus, Crown Walk, 1 Jewry Street, Winchester, Hampshire, SO23 8BB

Why choose Simpson Financial Services for your independent financial advice in Winchester?

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.

Ready to take control of your financial future?

Don't just take our word for it - hear from Hannah’s satisfied clients

We are both very happy with the services Hannah and the team have provided in sorting out our finances, and for all her excellent guidance regarding all our questions about retirement, guiding us towards that time of life. Hannah has always been at the end of the phone for us, which we both appreciate.

Alyson and Rob Evans

Hannah is very supportive, quick to respond, and always has my best interests at heart. She feels like a trusted friend, and I feel very comfortable accessing advice. I am very happy working with Hannah and want to keep her services long-term!

Annie Collins

I’d heard SFS were very good, and was pleasantly surprised after our first meeting nearly 8 years ago just how confident they made me feel about my pension fund planning, the fear was genuinely removed. 8 years on I’m still relying on the support and advice from the team. I’ve recommended a number of people over the years who, like me, just needed a bit of handholding.

Nicky Howarth

Simpson Financial Services have enabled me to retire at 55, giving me time and space to realise that I needed some part time work to keep me ticking over. I have regular meetings to tweak my portfolio. Whenever I have contacted the office, I have always had wonderful help from whomever I have been speaking to. An absolutely amazing group of people. I feel they really appreciate that they are working for me and my financial interests.

Darren Woodfield

At Simpson Financial Services, we are committed to helping you achieve your financial aspirations through expert, unbiased guidance tailored to your individual needs.

Book your free initial consultation with Hannah today.

Call us on

0800 6342 111