Navigating retirement: From your finances to your mental health

One particular quality that stands out for me, is that the team has always been courteous when handling any of my information.  They also found me a great mortgage deal!

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.

Prompt response to my query, with clear and concise advice. My new pension was set up with minimal fuss, and they even consolidated all my pensions into one pot.

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.

I have found Simpson Financial services extremely professional in all departments, and as for you Hannah , as you have been my personal financial advisor, and the one I have had most contact with concerning my investments, nothing has been too much trouble for you to keep in contact, if that be by E-mail, telephone or in contact personally, in many cases you have called on me at my home, saving me a 16 mile round trip.

Thank you for time and professional knowledge in the 12 months I have been with you, I look forward to many more.

I have been very pleased to have Hannah as my financial adviser and to be helping me invest my savings. She is very knowledgeable, kind and patiently explains things to me. I appreciated that Hannah visited me at my home on different occasions and that I know I can always come and speak with her at her office if I need anything explaining face-to-face.

Both Simpson Financial Services and Hannah in particular have been very proactive and efficient in managing our financial investments, with excellent communication. We are happy to recommend them.

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!