Navigating retirement: From your finances to your mental health

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.

I have been a customer of Simpson Financial Services for 5 years. If you measured the standard of service from Rob and the team in terms of sporting success then you are talking Olympic gold medals. Good, solid financial support, be it pensions, mortgages, investments.

I have been a client of Simpson Financial Services for over 10 years. Rob and the team are great and they offer advice and guidance that is easy to understand and provides confidence that my investments are in good hands.

A BIG and heartfelt thank you to Malcolm from us both, for all his help and advice (over the last few years!). It's been invaluable.

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.

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.

One of the features that Simpsons provide, which I really like, is the Personal Finance Portal. It gives me a great overview of my current portfolio which I can see at a glance. I have a great relationship with the team and I always look forward to the fun filled meetings we have. They did a great job advising me on the best ways of paying off my mortgage, so I would definitely recommend them!

Simpsons (Rob) has been giving me advice for many years now and it has always been advice that has been very useful - not only from a financial point of view but also a personal one. All advice is always welcomed, and useful. All the best.