Jingle bells and data tells: Our 2025 in numbers

I found Hannah very helpful and professional when helping me navigate my financial questions.

Easy to talk to and nothing was to much trouble.

Would definitely recommend.

We are both very happy with the services Hannah and the team have provided in sorting out our finances, and also for all of 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.

Simpsons have provided a financial investment and planning service for several years. I find them to be professional. Trustworthy, efficient and engaging. I enjoy doing business with them.

I have been a client of Simpson Financial Services for over the last ten years and have always been very happy with the advice and guidance they have given me.

I would most definitely recommend them.

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!

I retired early 7 years ago and needed the services of a financial advisor to help plan the years a head. I initially looked at 3 advisors and decided to employ Simpsons to handle my various accounts. Rob simpson set up the plan and a few years later Michael Hinett took over as my personal financial advisor. All we planned came to fruition this year and despite COVID, various financial crises and wars etc we have been successful and looking back I definitely made a good choice.

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 hand holding.

During the last six years I have received such excellent service. Knowing my circumstances, they have always given me confidence in dealing with my finances. I look forward to many more years of their help and support.

Having used Simpson financial for many years now I have always received good advice and as I approach my goal of early retirement it has only been possible with the sound advice I have been given over many years. My personal pension plan has always been exactly that... personal to me.

Great service from a super efficient team.