An investment platform provides a way of assembling and administering a spread of different funds from a range of investment managers, which can be held in a variety of tax structures.
The number of platform providers has grown, and we'll consider a range of factors when recommending one to you, including:
Choice of funds and investment managers
Range of tax structures available
Provider’s record for administrative efficiency
Level of fees charged and their collection method
Financial strength of the platform provider
Please note, the value of investments can go down as well as up and you may get back less than the amount invested.
Want to discuss your investment strategy with an independent financial adviser?
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
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.
Nicky Howarth
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
I am very pleased with the service I have had from Simpsons Financial Services. All members of staff I have dealt with so far have been extremely polite and very knowledgeable. It's a comforting pleasure to have you guys as my financial advisers, keep up the good work.
Ian Price
Although I have only known Hannah a short time I have found her to be professional, helpful and approachable. She also explains things in a way I can understand and I am confident accepting her advice.
Vicky Parker
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
Great service from a super efficient team.
Juliet Lindsay
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
The advice I have received from Simpson Financial Services has always been excellent. The Personal Finance Portal is fantastic! Overall, the company is a pleasure to deal with and one I have recommended when asked.
Philip 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.
