Always helpful and provide on-going advice and reassurance on a personal level. Also some useful tips and help for the future.
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!
Michael is a very clear and thoughtful Financial Advisor. He makes things clear and he understands where I want to be in retirement. I am happy I found him and find his advice valuable. I would recommend Michael and I don't usually recommend.
I have been a client of Simpson Financial Services for many years now and have always found the whole team - led by Rob Simpson , Managing director, to be most professional , helpful and prompt in all dealings.
They have grown my portfolio despite all the ups and downs of the markets during the past few years. Regular reviews are arranged to keep me informed and help and information are a phone call away.
I have been very satisfied.
Extremely pleased with all the help and advice you have given me re my investments.
Contact with real people who are professional and achieve results.
Great professional service, friendly and courteous staff.
I’d heard SFS were very good, and was pleasantly surprised after our first meeting nearly 8 years ago just how confident they made me feel about my pension fund planning, the fear was genuinely removed. 8 years on I’m still relying on the support and advice from the team. I’ve recommended a number of people over the years who like me just needed a bit of hand holding.
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.
During the last six years I have received such excellent service. Knowing my circumstances, they have always given me confidence in dealing with my finances. I look forward to many more years of their help and support.
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