Navigating retirement: From your finances to your mental health

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!

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.

Great service from a super efficient team.

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 discussion. Can't fault them.

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.

During the many years I have been serviced by Simpson Financial Services, I have always found the advice relevant, accurate, effective and delivered by staff who communicate at a level I find comfortable.

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.

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.

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 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.