Navigating retirement: From your finances to your mental health

Always helpful and provide on-going advice and reassurance on a personal level. Also some useful tips and help for the future.

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 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.

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.

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.

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.

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.

I have been a client of Simpson Financial Services for many years now and have always found the whole team - led by Rob Simpson , Managing director, to be most professional , helpful and prompt in all dealings.

They have grown my portfolio despite all the ups and downs of the markets during the past few years. Regular reviews are arranged to keep me informed and help and information are a phone call away.

I have been very satisfied.

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