Rob Simpson and his team have been looking after my financial requirements for the last 12 years. They've also handled my wife’s financial matters for the last 3 years. I can say on behalf of the two of us that we have received a first class service both in regards to the portfolios put together and the sound advice as to keeping pace with the ever changing financial scene. The returns on our i...
Simpsons have provided a financial investment and planning service for several years. I find them to be professional. Trustworthy, efficient and engaging. I enjoy doing business with them.
Extremely pleased with all the help and advice you have given me re my investments.
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.
Personally, the world of pensions is a minefield, what with tax free allowances, lump sums, taxes, annual allowance and pension providers to name but a few, I found I was completely overwhelmed with the prospect of managing it myself.
That's where Hannah stepped in.
Hannah and Simpson Financial Services were nothing short of excellent.
Throughout my 'pension pot' journey, H...
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 reco...
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 ...
I have the utmost confidence in recommending Rob and his highly experienced team.
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 a...
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.
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