Navigating retirement: From your finances to your mental health

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.

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.

I have known Rob for roughly 25 years. I am grateful for his help and advice over such a long time.  I have found their service to be excellent and would recommend them.

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

Great professional service, friendly and courteous staff.

Simpsons are very competent and very polite, organised and helpful.

I have been a customer of Simpson Financial Services for 5 years. If you measured the standard of service from Rob and the team in terms of sporting success then you are talking Olympic gold medals. Good, solid financial support, be it pensions, mortgages, investments.

A BIG and heartfelt thank you to Malcolm from us both, for all his help and advice (over the last few years!). It's been invaluable.

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!