December Investment Committee Meeting
Best month so far! Portfolio adjustments in September, October and finally some reactive moves the morning of President Elect Trump’s election victory propelled our portfolios to return around double the…
News Articles
Pre-Budget Discussions and Advice
There is much coverage of the upcoming Autumn Budget on 30 October, the first by the new Labour government and Chancellor Rachel Reeves. If you are looking for what may…
Goals of financial planning with Huddersfield Town Team
We were delighted earlier this month to be asked by Huddersfield Town to attend their training ground in order to discuss financial planning with the first team players.As an official…
Chancellor takes difficult decisions as Budget date set
Chancellor of the Exchequer Rachel Reeves said she was taking difficult decisions after a Treasury spending audit revealed £22 billion of unfunded pledges. Ms Reeves confirmed that the Autumn Budget will…
In The Spotlight – David Cowling
Our In the Spotlight series lets you get to know some of our team better. That might be their hobbies, favourite book or what they would take to a desert…
In The Spotlight – Alexandra Varley
Our In the Spotlight series lets you get to know some of our team better. That might be their hobbies, favourite book or what they would take to a desert…
Celebration of 140 Years and Rebrand For The Future
Simpson Wood, celebrated its 140th anniversary last night and is looking to the future with a brand-new look and feel. After being delayed for 24 months due to Covid, the…
Expansion Of Financial Services Team
We would like to welcome Richard McCarthy who joined Simpson Wood (Financial Services) Ltd this week, to work as Administrator/Paraplanner alongside Neil Duthieand Sian Williams. Richard is studying for his…
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