Navigating retirement: From your finances to your mental health

Since first dealing with this company up to the present, I have found them to provide an excellent tailor made and personal service including financial advice. The products I use are selected/ designed specifically to meet my individual needs. They are very personable while remaining professional, and in my case, I meet with the founder of the company regularly for updates, reviews and discussion. Can't fault them.

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

I retired early 7 years ago and needed the services of a financial advisor to help plan the years a head. I initially looked at 3 advisors and decided to employ Simpsons to handle my various accounts. Rob simpson set up the plan and a few years later Michael Hinett took over as my personal financial advisor. All we planned came to fruition this year and despite COVID, various financial crises and wars etc we have been successful and looking back I definitely made a good choice.

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.

Everyone I have met from the team rates top notch!

Simpson Financial Services have given me piece of mind when life got difficult, Rob is always approachable and kind, and always with a smile. An honest and trustworthy firm to have those difficult financial questions with, and they give you all the options to make your choices well informed. Thank you.

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.

Personal, friendly and very professional service.

Simpson Financial really are the BEST. They have the unique combination of being PROFESSIONAL and FRIENDLY. All transactions are processed PROMPTLY. HIGHLY RECOMMEND.

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.