Simpson Financial Services Ltd Recensioni 60

We were given easy to understand advice at all times. They were very easy to communicate with and made us feel at ease.
Christian is friendly and approachable. We will continue to use their advice and expertise as we move towards retirement.

This company is an incredible team - major shout out to Zoe for her incredible marketing and charity work she completes that helps local companies in the area!!
I’ve found the team here to be overwhelmingly welcoming during my visits into the clean office they currently have and also greatly supportive!

From the minute Christian visited us at home to our appointment in their office, my wife and my ignorance of pensions were put at ease.
Christian went through everything meticulously, explaining how things work clearly.
We would definitely recommend Simpson Financial Services for their professional service

Extremely knowledgeable and responsive. Rob runs a great team.

I was pleased to find Trustee Accounts after a long search to find an experienced Cater Allen intermediary. However, I would urge caution/proactivity wrt obtaining the necessary documentary proof from the Government Gateway, as this is complicated/confusing to navigate and I found that I couldn't rely on their instructions, which were initially incorrect and then, when revised, were not specific/clear enough. It took me 3 attempts to obtain the correct document, which delayed the application process unnecessarily and resulted in our beneficiary losing out on £154 by one day, because of a change in interest rates. I was disappointed that no ownership/explanation was offered for this lack of knowledge/guidance - after all this is a key part of what the fee covers. Otherwise the rest of the service was efficient/polite although, again with timescales in mind, be aware that if the Trust Expert is out of office, it seems that her assistants can only take very limited action in her absence.

Its always a pleasure to meet with Chris at our Annual Review meeting. I get a good update of where we are at the moment and can freely discuss any concerns or possible changes to the investment strategy or withdrawls. Chris has an excellent understang of our needs and can suggest diferent / better alternatives when required. Overall we are very happy with our relationship from both Chris and Simpson Financial Services over the years.

Christian is a Professional who is friendly attentive and efficient.

Christian takes time listening to each of us to gain a total understanding of our current situation along with future plans & aspirations.
He never rushes and answers all our questions with clear explanations. He also proposes ideas not only financially but lifestyle.
It also must be said that he has a great team around him - We deal with Milena quite often who is ‘Miss Efficiency’ personified.
We are very pleased with the service levels we receive from Simpson Financial Services
Thank you

Hannah is extremely professional, knowledgeable and helpful in managing our investments and gives us ongoing confidence. Good clear communication at all times.

Just had an appointment with Hannah about my pension as I had a few questions to ask her. She was very thorough and explained everything I needed to know. Her manner was very pleasant and welcoming. I would have no hesitation in recommending her to any future client

Went for a personal pension review with Hannah and found it very useful. Hannah had prepared a series of projections and went into each in detail. So informative and useful. Thanks Hannah

I have known Hannah Stanley from Simpson Financial Services a number of years. Working with Hannah has been an outstanding experience from start to finish. Her professionalism, profound financial knowledge, and genuine care for clients truly set her apart. From our very first meeting, Hannah took the time to understand my personal goals, financial situation, and long-term aspirations.
What impressed me most was Hannah’s calculated approach; she created a tailored financial plan that balanced investment growth with security, while also helping me plan for retirement, taxes, and future goals. Hannah is always proactive in reviewing my portfolio, keeping me updated on market changes, and adjusting strategies as needed.
Beyond her technical expertise, Hannah is very approachable, trustworthy, and genuinely committed to helping clients achieve financial peace of mind. I never feel like,
“Just another client”; instead, I feel like a valued partner in my financial journey.

We have been working with Hannah at Simpson for a year now. She and her team and very responsive and professional but also make you feel important on a personal level too.

I have found Hannah to be extremely approachable but at the same time professional. She listens to what you have to say before giving advice. She always follows through with what we have discussed and agreed in a timely manner.

Hannah and her team are professional and knowledgeable. They have a good understanding of my financial affairs and they deliver their advice clearly. I am happy that they are continuing to look after my financial affairs.

Simpson Financial Services always keep us informed about any changes and advise us about better investments.
Hannah us a very nice person and is very helpful

Good communication and prompt responses to questions and queries. Explained products well and gave plenty of information and analysis.

I’d definitely recommend Simpson financial services especially Chris who has been working with me over the last few years

I have been using Simpsons for over 15 years. Over the last few years Hannah has been looking after my investments and I have found Hannah very knowledgeable, trustworthy and a pleasure to deal with. My annual reviews are informative, and Hannah is a delight to work with. I have recently recommended Simpsons to a friend purely based on my experience of their services but mainly on thier integrity and professionalism. I would recommend Hannah personally and overall Simpsons Financial Services without any hesitation. Andy Wilson

I have been a customer of simpsons financial services for many years. The service I have received has been exemplary, even though turbulent times in the stock market. I have had the pleasure of Chris Wilson as my personnel advisor for a few years. He is very professional and knowledgeable and has put me in a great financial position.

My original financial advisor retired and transferred his client base to Simpson Financial Services.
Since being with them I can say they have been nothing but helpful, professional and I really feel my pension investment is in safe hands.
Hannah who is our personal advisor and contact is extremely pleasant, helpful and very quick with getting back on any queries or actions requested. They also provide me with useful tools for accessing my pension investment information and provide regular updates on market performance or volatility. I would highly recommend this company