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Guides to our financial services

Find out more about the financial planning, investment, and mortgage services we offer to meet your unique requirements in the guides below.

Introduction to our services

Introduction to our services

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Financial planning guide 2024

Financial planning guide

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Mortgage and protection guide 2024

Mortgage and protection guide

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Investment guide 2024

Investment guide

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Free guides on financial topics

We’ve put together up-to-date (and totally free) information on various financial products for different stages of your financial journey.

Business succession planning

Business succession planning

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Financial protection

Financial protection for you and your family

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Investing for children

Investing for children

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Investing in VCTs

Investing in VCTs and EISs

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Investing tax efficiently

Investing tax efficiently

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Investment planning and asset allocation

Investment planning and asset allocation

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Later life planning

Later life planning

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Living abroad

Living abroad the tax rules

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Making the most of ISAs

Making the most of ISAs

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Pension tax for high earners

Pension tax planing for high earners

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Saving for retirement

Saving for retirement

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Taking income at retirement

Taking income at retirement

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Taxation of property

Taxation of property

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The financial planning journey

The financial planning journey

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Year end financial planning

Year end financial planning

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Estate planning

You and yours estate planning

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Client stories

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 a...

Peter Feest

Good all-round financial advice and subsequent investment strategies from their knowledgeable advisers.Your individual feeling towards financial risk in the various platforms are discussed and reviewed annually,and their website can give you a snapshot of your current investments, assets, liabilities etc at any given time.

Richard Nett

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.

Julie Brice

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

Sue Burton

Simpson FS are extremely professional, friendly and helpful. I have recommend them to all my family and friends because they explain things in an easy jargon free manner. They provide an excellent service whilst protecting your investments. Making your money work for you.

Stephen Oliver

I live in Spain, and Hannah Stanley manages my investment portfolio in the UK.
I receive regular reports on the performance of my investments, as well as correspondence relating to their management.
I have audiovisual meetings with Hannah, which help to create a positive relationship, as well as enabling discussion of details.
I am very satisfied with the service provided by Sim...

David Kennaby

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

Hannah has been helpful in enabling us to become aware of the workings of the investment markets.

Beatrice Long

I have the utmost confidence in recommending Rob and his highly experienced team.

Mark Armour

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 cont...

Hugh Gilmore

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