Financial Planning

    We pride ourselves on providing bespoke financial advice that meets your specific needs and objectives, and reflects your attitude to investment risk. That’s why each individual portfolio we create is unique.

    While each portfolio is different, the process we use to create them never changes. That’s because each and every portfolio we work on is built around the same fundamental principles having emerged through a strict construction process.

    As the industry has evolved, a trend has emerged whereby many independent financial advice firms delegate the management of the underlying investment portfolios to external providers. This comes at a cost that is usually passed onto you, the client.

    At Simpson Wood we opted not to follow that path, instead enlisting the expertise of professional investment analysts to assist and advise our own investment committee on a quarterly basis. The analysis they provide helps to shape our overall asset allocations and fund selections, and is pivotal to the creation of new portfolios and our ongoing review process.

    This approach to portfolio management allows us to offer a robust and pro-active service, and we cover the costs of this activity rather than passing it onto our clients.

    Need Some Advice?

    Looking for some help or a little advice?

    Call today on 01484 534431 or fill in our enquiry form below, and we’ll call you back.

    Our process

    Fundamental to the way we work is the recognition that no two clients are the same, underpinning our commitment to providing tailored advice.

    To ensure the advice we provide meets the exact needs of each client we serve, we ensure that:

    • we establish a full understanding of your current situation and plans for the future, including your attitude to investment risk;
    • we consider and prioritise your requirements for protection (life assurance, critical illness and disability concerns), savings and investments, and retirement planning;
    • we devise a plan to help you achieve your goals;
    • we research and review the market to select the most appropriate products and investments for your circumstances and requirements;
    • we pay close attention to the treatment of products in order to maximise efficiency;
    • we present our recommendations to you in clear terms, explaining the benefits and the costs in clear, understandable language;
    • we review the recommendations with you and only once we have your agreement do we implement arrangements on your behalf.

    Our advice doesn’t end there. We review and monitor your arrangements and circumstances into the future, making recommendations to ensure that the overall financial plan remains in alignment with your strategy and in service of your goals.

    We see Simpson Wood as a proactive partner that often looks for ways to improve our financial position by providing advice on tax planning opportunities.

    The people at Simpson Wood take time and care to understand our needs and to provide advice in a professional way – and on a level which is easily understood. I would have no hesitation recommending this company to anyone looking for professional advice across a broad range of financial matters.

    Our Financial Planning Team

    All Staff
    Filter by Department
    • Directors
    • Audit and Accountancy
    • Tax and Estate Planning
    • Business Advice and Support
    • Payroll
    • Wills
    • Corporate Finance
    • Independent Financial Advice
    • Admin

    Latest Financial Planning Updates

    Budget 2024 Guide

    Posted on
    The Spring Budget was delivered by the Chancellor Jeremy Hunt on Wednesday 6 March. In what was widely expected to be Mr Hunt’s final Budget ahead of an election, speculation…

    Budget 2024 Key measures at a glance

    Posted on
    Following Jeremy Hunt’s budget earlier today we have summarised below the key tax changes and announcements he has made: Our full detailed guide on the Budget and our Tax Tables…

    Clarity on new border checks is vital, says BCC

    Posted on
    The government must clarify plans around new customs processes as firms remain in the dark about crucial aspects of their operation, says the British Chambers of Commerce (BCC). The first…
    From below of delighted aged male entrepreneur in classy outfit standing on street and speaking on cellphone while laughing and looking away

    Over 50s bucking decline in freelance numbers

    Posted on
    Tens of thousands more over 50s are now running their own businesses despite an overall decline in self-employment since 2020, according to the Association of Independent Professionals and the Self-Employed…