Navigating retirement: From your finances to your mental health

Simpson FS are extremely professional, friendly and helpful. I have recommend them to all my family and friends because they explain things in an easy jargon free manner. They provide an excellent service whilst protecting your investments. Making your money work for you.

I have no hesitation in recommending the Simpsons Financial Services to anyone. Everyone who I have recommended has been delighted by the service.

The service and knowledge are extremely high quality, with appropriate guidance and best advice given. Always prompt and efficient to respond to queries, it’s an absolute pleasure to work with Rob and the team. Would thoroughly recommend to anyone looking for financial advice. Thanks for all your help so far. 10 out of 10.

We are both very happy with the services Hannah and the team have provided in sorting out our finances, and also for all of her excellent guidance regarding all our questions about retirement,  guiding us towards that time of life. Hannah has always been at the end of the phone for us, which we both appreciate.

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.

I have used Michael since 2020 and he has taken care of my portfolio enabling me to carry on with life knowing my investments are in safe hands. We have annual reviews and everything is always explained to me in detail including my questions being answered in full. As Michael always tells me, “there is no such thing as a stupid question”! Michael is very amiable and patient with my queries and always delivers tax efficient advice. I have recommended Michael to friends and one friend is also currently using his services. Thank you for looking after me and putting my mind at rest regarding certain investments.

Hannah is very supportive, quick to respond, and always has my best interests at heart. She feels like a trusted friend, and I feel very comfortable accessing advice. I am very happy working with Hannah and want to keep her services long-term!

I have known Rob Simpson for approximately 30 years and have been a client of Simpson Financial Services since its inception. The longevity of the relationship speaks volumes for the service that we, my wife and I, have received from Rob and SFS during that period.

We have always from the start received a personal and direct service from SFS with Rob remaining an available point of contact. As the business has grown my concern, as an aging technophobe, has been that we would become another client to be dealt with via email and/or post. This is not the case with SFS staff who are always accessible, polite and patient with Rob, if and when necessary, also there to clarify, discuss and advise.

During the early years, thanks to Rob’s polite persuading and cajoling we managed to save for a nice pension the receipt of which does not seriously prejudice our capital investment. During the later years and at present, in this topsy turvy world, we are reassured in the knowledge, that we can pick the phone up and speak to Rob and/or staff at SFS for advice or reassurance.

Contact with real people who are professional and achieve results.