Navigating retirement: From your finances to your mental health

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.

Simpson’s provide excellent customer support, service and annual reporting. I always enjoy and value our face to face annual review meeting.

Good all-round financial advice and subsequent investment strategies from their knowledgeable advisers.Your individual feeling towards financial risk in the various platforms are discussed and reviewed annually,and their website can give you a snapshot of your current investments, assets, liabilities etc at any given time.

I found Hannah very helpful and professional when helping me navigate my financial questions.

Easy to talk to and nothing was to much trouble.

Would definitely recommend.

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.

SFS is committed to safeguarding your investments and maximising their returns. My investments have consistently generated profits each year. Chris Wilson is a highly professional advisor who explains complex financial matters in a clear and accessible manner. I highly recommend SFS. The entire team is professional and friendly, providing ongoing and comprehensive information.

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.

I would like to say what a pleasure to meet Hannah.

She's very friendly and puts you at ease. I'm not to good at understanding a lot of financial issues. But she talks you through and is very patient.

I hope she continues to do well in the future.

The advice I have received from Simpson Financial Services has always been excellent.  The Personal Finance Portal is fantastic! Overall, the company is a pleasure to deal with and one I have recommended when asked.

During the many years I have been serviced by Simpson Financial Services, I have always found the advice relevant, accurate, effective and delivered by staff who communicate at a level I find comfortable.