We understand that the ongoing service you receive is as important as the initial advice we provide. We are committed to creating a financial plan you are happy with, both now and in the future. Simpsons have been successfully providing financial guidance to clients since 1990. This makes us the longest running independent financial advisory firm in Eastbourne.
Simpsons has grown significantly over the years and now provides bespoke financial planning to clients spread across the South of England and beyond.
Simpsons has grown significantly over the years and now provides bespoke financial planning to clients spread across the South of England and beyond.
Services
Our clients are at the heart of everything we do. We have found the best financial plans are those which are clear, easy to understand, effective and regularly reviewed. This is supported by our mission, which is to provide "Clear, Financial Sense". Mark began his career in Banking and made the transition to become a Financial Planner over 30 years ago.
Our logo depicts a set of glass marbles. The marbles signify the strength, stability and adaptability provided by a sphere. The marbles are transparent to signify the transparent and straightforward way in which we act on behalf of our clients. Before Neil Armstrong famously took "one giant leap for mankind" it was considered impossible for a man or a woman to walk on the moon.
Our mission is to provide "Clear, Financial Sense". We will help you to create a financial plan to provide you with confidence and peace of mind for the future. When will I be able to stop working. How much money is enough. How do I provide for my Family when I'm no longer here. How do I create a financial plan that will take care of my financial future and allow me to live my best life.
At Simpsons Wealth Management we care deeply about our clients. We are committed to understanding their priorities in life and in finance, so that we can create a clear, straightforward, financial plan. Our objective is to have a positive impact on our clients finances, so that they can get on with enjoying their life, in the knowledge that their finances are well organised and on track.
The "Financial Sense Service" will provide you with the highest level of personal service. One of the most valuable tasks we carry out is to help you to stay focused on your financial objectives, so that you remain on track. We will do this every year at your review meeting. Our clients have told us that they like to stay close and be kept informed on a regular basis, so that is exactly what we will do.
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Jason Woodford
Dec 15, 2021
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