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Simpson Financial Services Ltd

4 Reviews
Member 19+ Years
5916
23a Cross Street
Leamington Spa
Warwickshire
CV32 6AA

Tel:
0800 634 ****


schedule Closedkeyboard_arrow_down
Mon - Thu: 09:00-19:00
Fri: 09:00-17:30
Sat / Sun: Closed

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Member since : 3 Nov 2006
Manually reviewed : 20 May 2019
Last updated : 7 Apr 2021

About Simpson Financial Services Ltd

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Simpson Financial Services are independent financial advisors and mortgage brokers. We have been advising people on their financial affairs for over 10 years.

Our full financial planning services helps you plan and stay on track with your money to meet you current financial needs and also financial goals of the future.

Alternatively, you can tap into our expertise as and when you need to due to. This is often due to change in your personal circumstances such as moving home, becoming a parent, changing your career path or retiring.

As financial advisors and mortgage brokers we often use financial products such as ISAs, mortgages, life insurance, personal pensions and so on. Because we are "Independent" we also advise on all the various financial products, providers and investment funds that are available to you and recommend which are most suitable to you to help meet your financial objectives.

Simpson Financial Services Ltd regulated by the Financial Conduct Authority (FCA) under reference number 472031. Simpson Financial Services is also a member of The Personal Finance Society.

The company is managed by Rob Simpson who has been involved in the Financial Advisers business for many years. Rob Simpson is more than able to oversee the company, having previously worked for Aegon, Friends Life, Abbey National and Commercial Union.

We are a team of 8 financial services professionals with over 100 years financial services expertise between us. We often work together to use our individual areas of expertise to create "best advice" scenarios for you.

Simpson Financial Services Ltd is authorised and regulated by the Financial Conduct Authority under reference 472031.
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4 FreeIndex Reviews

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Steve Lamb
Etwall
We have used Simpsons to consolidate our pension funds and they have provided a very professional and friendly service, with clear guidance through every step of the way. The information has always been clear and understandable with quick responses to questions or queries. The Transact site is a very user friendly tool allowing a quick and transparent view of the investment portfolio performance. Michael in particular has provided considered and professional advice from the start, not allowing us to rush and make decisions without first understanding the impacts as well as the risks and opportunities. I would very much recommend their services. .
Catherine Wilson
Earlswood
Clear sound advice, have used them for years for 2 mortgages, life insurance and savings advice. A quick appointment response. Calls always returned promptly. Attention to detail paid and a very personal service delivered. The newsletter is excellent.
Kenneth Brown
Solihull
I have never taken much interest or been very knowledgable on the subjects of Investment and Pensions and therefor rely heavily on professional advice I have been very happy with the advice and guidance on investment and pensions from Rob Simpson for many years. I have never felt the need to compare value for money with other providers of this type of service so I can only say that the costs for such a confidence building and personal service seem very reasonable to me. I have over the years recommended Simpson Financial Services to Family members and Friends all of whom have let me know that they have been very pleased with the recommendation.
Warren Young
Darlington
Excellent all round. I have been dealing with Rob at el for a number of years and they have always been highly professional and I have seen a good return on my investments. Rob has provided me with an excellent insight into the financial industry and some outstanding advice.
Disclaimer : FreeIndex makes every effort to ensure the business information provided by Simpson Financial Services Ltd is accurate. FreeIndex is not liable for any products or services provided by the business.
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Ltd Company No: 05716323
Made with love in Bristol, UK