Simpson Financial Services

We aim to provide you with the highest standard of financial advice and we believe that an important part of being able to deliver this quality service is our status as independent Financial Adviser or IFA.

Being Independent financial advisers without any commercial third party influence means that not only are we free to explore all possibly financial avenues to help you meet you financial objectives but we are also able to compare and recommend all the various providers of any financial products that you may need.We're quite happy to share our research with you to show you how we arrive at your personal financial recommendations.

Rob has over 25 years financial services experience and holds the Chartered Insurance Institute's Diploma in Financial Planning and G60 Pensions qualification. The last 18 years Rob has been a practicing Independent Financial Adviser (IFA) and his areas of financial expertise are pensions, retirement planning, wealth management and Trustee investments.

We always appreciate feedback from our clients as we look to test the quality of our financial advice, the customer service that we give and the value for money you get. As Executor for my Late Mother-in-Law, I was tasked with setting up a Trust for her Great-Grandchildren. Having received very little help from the Solicitors, I embarked on many hours of Internet research and made many fruitless calls to Banks, with little success.

Before we commence working with you it is important that you have an understanding of what we can do for you, how we work, the laws in place to protect you, the costs of our services and so on. Because we are dealing with the important subject of your money we, as a firm, are also very heavily regulated (even though we never personally hold your cash).

Achieving a balance between planning for the future and ensuring your day to day finances are covered can be a challenge. Financial planning is probably more important today than it's ever been, as there are numerous options available to you. We offer a comprehensive, independent Financial Planning service, which enables you to plan for the future with confidence.