Navigating retirement: From your finances to your mental health

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 investments have always shown a good steady growth despite the problems caused by Covid and the war in Ukraine.

I would not hesitate to recommend the services of Rob Simpson to anybody looking for a financial adviser.

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

A fantastic personalised service tailor made to fit with financial needs, always thorough in explaining the current global financial situation which helps me better understand how my money is working for me. Well done SFS.

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.

I've known Rob and his team for many years and it's rare to find a plain speaking professional team of good advisers. When I retired I had no hesitation in letting Rob manage my portfolio (that he had managed throughout my career). Great advice and explanation of the current markets coupled with a professional and friendly approach. I never doubt that Rob and his team are working hard to manage my investments!

I have been a client of Simpson Financial Services for over the last ten years and have always been very happy with the advice and guidance they have given me.

I would most definitely recommend them.

Personal, friendly and very professional service.

Extremely pleased with all the help and advice you have given me re my investments.

Ever since I left my personal pension with Simpson financial I never had one minute of doubt about my financial future. Many thanks.

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!