Simpson Financial Services Ltd Omdömen 60

Hannah has been great for me in all of the dealings. It took me some time to move over my pension but after we moved the pension, she has been a breath of fresh air. Always ready to reply to an email in a timely manner.

Personalised information about my current financial situation. Useful advice on what to do next. Information received about investments, pensions and future scenarios.
Knowledgeable staff, pleasant surroundings, central location.

My husband Steve and I have had several meetings with Christian at Simpsons to organise our future finances and retirement plans. At all times he has been professional and extremely knowledgeable, but also understanding and patient too. With his help we now feel confident about our future, knowing that our money is going to be sensibly invested. Thank you Simpsons...

Simpson Financial Services have guided and supported me in deciding what the best options are for my pension portfolio. Making sure to provide maximum growth with a staggered risk factor. Hannah Stanley has been instrumental during the whole process.

I have been a customer with simpsons financial services for some years. We have been through turbulent times with world events affecting the money markets.
I have always felt assured and my portfolio has been safe. They have been really helpful in all manner of questions I have had. Currently I am seeing an excellent return and I am sure I will continue to.

Really friendly professional and informative staff
They help me sort out several of the financial policies that I have got and were really helpful explaining them to me
Just great around

Having decided to retire early I faced the daunting task of ensuring my pension options would work for me in the future. I was recommended to Simpson Financial Services, through a work colleague and from my first contact with them I felt completely in control. Michael our financial planner, filled me with confidence from day one. He listened to my needs and never pressurised me in anyway. He offered up all my options to ensure my pension fund worked best to fulfil my needs, covering all aspects including the worst case scenarios to keep me fully informed and aware of future events. I would highly recommend them to anyone who is needing expert advise without risking your hard earn money in what can be a difficult and often unscrupulous world of finance.

In a world of change, no one has a crystal ball. Therefore if you want an honest appraisal of the options available to you for your money, I would highly recommend Chris Wilson at Simpsons to guide you through these. Chris has, in the last 12 months, been fantastic with us and I feel confident that he and Simpsons are doing all they can to correctly manage my portfolio in an ever changing world.

Michael Hinett has been my Financial Advisor since 2017 and has given me excellent advice since then. He has changed companies in that time and I have moved with him.

He is now with Simpson Financial Services and I keep in contact with Michael via their online portal. The portal works well as it makes preparation for our annual reviews very easy as changes to my portfolio and income and expenditure can be made very easily. We hold the annual reviews online using MS Teams and this also works well.

I'd recommend Michael and SFS for anyone who is looking for financial advice.

I retired early and needed the services of a financial advisor to see if a pension transfer would be a good option for me. I was hoping to have greater flexibility on how I drew down my pension allowing me to spend more of my pension in the early years. I initially looked at 3 IFA firms and decided to employ Simpson Financial Services to handle my pension.
Michael Hinett has been my personal financial advisor, both he and the office support staff have always been very approachable and professional.
The transfer was successfully processed May 2022 and Simpsons continue to manage my pension investment. I'm definitely happy that I chose to work with Simpson Financial Services.

Met with Chris Wilson to get my pensions sorted out as I had several that needed consolidating. Advice was clear and concise, with options given that would best suit my situation. No hard sell, no pressure. Easy to understand advice which I'm now reaping the benefit of. I would recommend Chris to anyone looking for advice,

Very Helpful and efficient service from all

Micheal is a sound guy. He gives his advice clearly, with no financial gobbledegook and no hustling. He also sorted out a last-minute change to my pension arrangements swiftly.

I have found the entire team at Simpson Financial Services very straightforward and helpful. If I win the lottery and have more money to invest they will be my first call.

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 Hinet 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.

Simpson Financial Services have looked after our portfolio for almost 20 years. We have always received very balanced advice tailored to our individual circumstances. We have already recommended SFS to one of my colleagues and would have no hesitation in doing so again.

Simpson Financial Services (SFS) was recommended to my wife and I by a family member who own their own business, and who have invested via SFS and worked with Rob Simpson in particular for many years.
We took early retirement and transferred our personal pensions several years ago from Corporate schemes to Transact via Simpson Financial Services, and have annual reviews with Rob to review progress and plan for the future.
We have found Rob and all staff at SFS to be very professional and knowledgeable.
The team at SFS carry out regular reviews of market trends and of everyone's portfolio, to ensure investments are appropriate for the agreed risk level and to optimise performance.
Being able to contact the team at any time via phone or the Personal Finance Portal is very convenient. The response is always professional, appropriate and timely.
We can highly recommend Simpson Financial Services to anyone thinking of transferring their pension into an investment portfolio.

We have been with Simpsons Financial Services for a few years and always found them to be very helpful in dealing with our financial affairs, there professionalism is always top priority. You are always made to feel at ease when financial matters are explained,the staff are always courteous when contacted.

Rob and his team have always responded swiftly and appropriately to any queries or contacts. They keep their answers and information real and understandable and as far as the performance of my funds is concerned, i have no issues or complaints.

Became a member of the Simpson Financial Services family in 2015 and haven’t looked back since.

Rob and the team are easily contactable by telephone or by direct email via the Simpson financial portal.

The team keeps all members updated with the distribution of electronic financial advisory information via the portal, and an annual face to face meeting.

As previously stated I can wholeheartedly recommending Simpson Financial Services as the best financial decision I have ever made.

I have been a client of Simpsons financial services for several years. I have always found Rob and his team to be very professional and friendly, explaining financial matters clearly and giving thorough advice. I certainly recommend them.