Navigating retirement: From your finances to your mental health

The advice I received for the VISTA savings account was very much appreciated.

Rob Simpson has been supportive and informative about how to invest my finance since my father died. He treats me like an intelligent human being and discusses options against the current economic context. I am very happy with the service I have received. Thanks Rob.

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 with Rob 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.

I would highly recommend the excellent services provided by Simpsons, as we have always been extremely happy with the products and helpfulness of the whole team. 5 star service for mortgage and pension portfolio.

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

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 and his team gave clear advice and guidance as to our options. They continue to support and explain the markets and investments.

Simpson Financial Services have given me piece of mind when life got difficult, Rob is always approachable and kind, and always with a smile. An honest and trustworthy firm to have those difficult financial questions with, and they give you all the options to make your choices well informed. Thank you.

Always a pleasant experience using Simpson Financial Services to support with our financial planning. Christian Wilson is very personable whom fully understands our requirements. I would highly recommend Simpson Financial Services for all elements of financial planning.

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.

Ever since I left my personal pension with Simpson financial I never had one minute of doubt about my financial future. Many thanks.