Navigating retirement: From your finances to your mental health

Both Simpson Financial Services and Hannah in particular have been very proactive and efficient in managing our financial investments, with excellent communication. We are happy to recommend them.

We are both very happy with the service from Chris, which includes sensible financial guidance to enable Simpsons to make the right financial decisions for our best interests.

Very happy with the portfolio performance and applications, which thanks to Chris's guidance we can conveniently access to monitor status.

We find Chris easy to do business with. A good listener, patient, empathetic and knowledgable.

He has a knack of answering questions clearly and succinct.

We feel comfortable and re-assured that we are in good hands.

Retiring last year, I was given advice on what and how to invest some of my 25%. I followed this advice and am extremely happy with the results.

Our meetings with Chris gave us a great insight to where we should and how to invest both my Scottish widows pension and savings into transact.
I now receive my payment every 4 weeks on time I also receive up to date information on my investments with transact.
I would personally like to thank Chris for all his hard work and making suggestions so clear to understand.
I would recommend SFS services 100percent.

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 found Simpson Financial services extremely professional in all departments, and as for you Hannah , as you have been my personal financial advisor, and the one I have had most contact with concerning my investments, nothing has been too much trouble for you to keep in contact, if that be by E-mail, telephone or in contact personally, in many cases you have called on me at my home, saving me a 16 mile round trip.

Thank you for time and professional knowledge in the 12 months I have been with you, I look forward to many more.

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.

First class service with a genuine desire to provide excellent customer satisfaction and financial advice.

Simpsons Financial Services provides a knowledgeable, friendly honest service. Rob Simpson listens to your requirements and works with you to achieve your financial goals. For the uninitiated he takes the time to ensure you have the required information to make informed decisions. The online portal assists with communication and real time valuations are readily available. I would no hesitation in recommending Simpsons Financial Services.