Navigating retirement: From your finances to your mental health

One particular quality that stands out for me, is that the team has always been courteous when handling any of my information.  They also found me a great mortgage deal!

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 a greater understanding of our pensions and finances and we are really excited for our retirement and the future.

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.

Rob Simpson of Simpson Financial Services has been my financial adviser for nearly 20 years and I've found Rob and his staff to be totally trustworthy, professional, reassuring, accessible and would recommend SFS for excellent advice.

Simpson Financial Services are a quality caring and listening organisation, they keep you up to date with any changes within your portfolio and offer first class advice when markets change.

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 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 contact. As the business has grown my concern, as an aging technophobe, has been that we would become another client to be dealt with via email and/or post. This is not the case with SFS staff who are always accessible, polite and patient with Rob, if and when necessary, also there to clarify, discuss and advise.

During the early years, thanks to Rob’s polite persuading and cajoling we managed to save for a nice pension the receipt of which does not seriously prejudice our capital investment. During the later years and at present, in this topsy turvy world, we are reassured in the knowledge, that we can pick the phone up and speak to Rob and/or staff at SFS for advice or reassurance.

I have always found Simpson Financial Services to be knowledgeable, approachable and thorough.

My meetings with Hannah are always a pleasure and I feel the advice and support she gives to be correct, genuine and helpful, and I know that I can call her at any time to help with any queries I have.

I have no hesitation in recommending Simpson Financial Services, and indeed have recommended them to friends and family.

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 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.