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 a... Leggi di più
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Scopri cosa dicono le persone
I have been with Simpson Financial Services for a few years now. I can not rate their services highly enough. Rob explains things in layman’s terms giving good sound advice without overdoing the fin... Leggi di più
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... Leggi di più
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... Leggi di più
Dettagli dell'azienda
Scritti dall'azienda
Being a client of Simpson Financial Services means more than just sourcing the right financial products for you. It’s about working closely with you to understand your financial goals, aims and ambitions. It’s about regularly reviewing your financial planning to make sure everything is in place and on track and it’s about helping you make the right financial decisions.
Informazioni di contatto
23a Cross Street, CV32 4PX, Royal Leamington Spa, Regno Unito
- 0800 634 2111
- simpsonfs.co.uk
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Scopri come vengono raccolte, valutate e moderate le loro recensioni e valutazioni.
Extremely professional and friendly
Extremely professional and friendly , always there to offer advice when needed , I’ve been using Simpson financial services for a few years now , and would highly recommend.
Highly Recommended
Having recently entered the world of pension investment which can be confusing and costly. I spoke to a number of companies that offered the world. Taking the decision to work with Rob Simpson and his team has alleviated any stress in dealing with my financial affairs. Everything has been explained in great detail, in a language I understood, and given me confidence going forward.
Communication in all matters has been timely and professional while importantly to me being personable. I have full trust in and would highly recommend Simpson Financial Services.
Highly Recommended Financial Advisors
The team at Simpson Financial have been hugely helpful. From managing investments, pensions and securing mortgages, I have always felt in safe hands. The team communicate well and their advice is always logical and evidenced. Would 100% recommend Rob and the team.
Brilliant service from a brilliant team.
There is nothing more important than planning for your future and choosing the right support and advice is key. Rob and his fantastic team could not do more to help, support and advise on these most critical matters.
Simpsons Financial Services really do offer the very best all round advice and service.
I have been a client of Simpsons for 18…
I have been a client of Simpsons for 18 months since I was recommended to them by a friend. Finding someone to manage my pension pot was a huge decision and not one I took lightly.
From Day 1 they have gone out of their way to be friendly and helpful and the way they explained everything in a clear way helped to put our minds at ease.
Every member of the Simpsons team I have dealt with has been friendly and professional and they really know their subject.
I am kept up to date with what’s going on with my funds in a way that’s easy to understand.
I am so glad that I chose Simpsons to look after my pension funds and I have recommended them to family and friends for when they need financial advice.
Rob Simpson.
Rob Simpson has been my IFA for 20 years. During this period he has advised me on a number of financial matters. His advice has always been relevant and timely. Currently he is looking after my pension matters with great success. I have been very -leased indeed with the way he has handled my affairs.
I trust his advice implicitly and would recommend his company to anyone locally.
Rob has looked after my finances for at…
Rob has looked after my finances for at least 20 years. He has done well for me and I trust him implicitly.
Always looking after your best…
Always looking after your best interests, very friendly & easy to contact.
Great Service
Always great service from Rob and the Team at Simpson Financial Services. I overlooked an email which had important information and guidance from Simpson Financial Services. Emma called me to remind of the email that needed actioning by me.
Simpson Financial Services
Rob and the team at Simpson Financial Services were recommended to us, after meeting Rob we instantly knew we could trust him to help us with our pensions and investments.
Rob has guided us through with sound tailored advice delivered in a friendly but professional manner. His knowledge of the current financial markets is impressive and he and his team are quick to respond to any queries we have and offer excellent customer service.
Independent Financial Advise
I have been with Simpson Financial Services for a few years now. I can not rate their services highly enough. Rob explains things in layman’s terms giving good sound advice without overdoing the financial jargon that some advisors use. So glad i met Rob and his team.
If its pension or investment advise then put your trust in Simpsons Financial Services.
Service Provided by Simpson Financial Services Ltd
I am very pleased with the way in which Simpson's take care of my investment portfolio.
Communication is good and the service i receive is very attentive and good humoured. Regular adjustments are recommended to the portfolio by Simpson's with the aim of creating a better return and i have felt well supported throughout the several years that i have invested through their services.
Plain talking explaining everything I…
Plain talking explaining everything I did not understand clearly excellent
Excellent company
We have been using Rob Simpson for over 10 years now and we feel very lucky to have someone so personable and professional at the same time .
He advises us in all our finances and we have complete trust in him .
I would highly recommend his services
Consistent Solid Financial Advice
Everyone at Simpson FS are keen to keep us informed of how are investments are faring in a polite and professional way. We have been clients since they started trading and would never consider making important financial decisions with out their input
Personal Service
Simpson Financial Services provide a professional personal service which gives me confidence that they know me and look after my investments as if they were their own.
Brilliant service
Brilliant service, super people. Helped me understand my options, Rob is a very patient man who takes time to offer a bespoke financial service.. 100% recommend.
Easy to contact and friendly
The world of financial advise
The world of financial advise is complicated at best but costly at worst. Working with Rob Simpson has taken the stress out of dealing with my financial affairs. He prioritises what’s best for you and pays careful attention to the needs of his client. Most importantly, I can trust him completely. I would recommend him for sure.
Expert advice and guidance through the pensions and investments maze
We have been most satisfied with the expert advice and guidance provided by Michael Hinett, who completely understood our situation and aspirations and consequently prepared relevant proposals for our forthcoming retirement.
Michael gently guided us through the maze of financial options available to us and gave excellent advice whilst explaining each of the options.
We now have a greater understanding of our pensions and finances and we are really excited for our retirement and the future.
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