Navigating retirement: From your finances to your mental health

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!

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.

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.

Last week I had a home visit from Hannah Stanley from Simpson IFA, she arrived on time with a lovely welcoming smile, we sat down and chatted for a while then we looked at my first years review, she had it all layed out in simple terms for me to understand, as I can get a bit overwhelmed with finances at times, all went extremely well and pleased with the results, I get regular updates via emails during the year, many thanks.

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.

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.

Personal, friendly and very professional service.

Hannah took over the management of my portfolio from my previous financial advisor and has proven to be very informative and patient in her interactions with me.

Extremely pleased with all the help and advice you have given me re my investments.

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.