About Simpson Wood Financial Services

Simpson Wood Financial Services is a team of specialist financial planners and wealth managers working together to provide you with the most suitable long term plan and financial advice to meet your specific needs.

We take great care to understand your circumstances and specific objectives at the outset, in order to match you to the relevant specialist adviser and provide you with a suitable long term plan.

Following the initial advice, your circumstances are reviewed annually in line with the original plan, whilst portfolio reviews and adjustments are made consistently throughout the year.

Underpinning our bespoke advice and financial planning is the Simpson Wood Investment Committee, made up of both internal and external specialist wealth management professionals.

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.

Please enable JavaScript in your browser to submit the form.kadence-form-8855_d1b0ff-2e .kadence-blocks-form-field.kb-submit-field { display: none; }

A Long Established History

Established 1880

Financial Services Team of

10+ Staff

Working Closely With

Businesses & Individuals

Investment Proposition

We provide bespoke advice that meets your specific needs, objectives and attitude to investment risk. Each individual portfolio is as unique as your circumstances.

What remains consistent, however, is the meticulous construction process through which each of our portfolios goes.

We never delegate or outsource the management of the underlying investment portfolios to external firms as it incurs extra charges which are usually passed onto the client. Instead, we are proud to have all the requisite expertise in-house and use the expertise of our professional investment analysts to assist and advise our own investment committee on a quarterly basis.

This approach to portfolio management allows us to offer a robust and proactive service.

The Financial Planning Process

The financial planning process brings together the most suitable tax-efficient policies within a harmonious plan. Each policy compliments one another, adding value and assisting in holistically achieving your long-term objectives. We recognise that no two clients are the same, underpinning our commitment to providing tailored advice by an experienced and qualified financial planner.
To ensure the advice we provide meets the exact needs of each client we serve, we ensure that:

The Right Fit

Our advice is tailored to fit your circumstances. We have a wealth of in-house financial experts at our disposal. If necessary and with your consent, we will call on colleagues from the wider Simpson Wood team to assist and add value to our advice.

Get To Know You

We understand your situation and objectives for the future, including your attitude to investment risk and capacity for loss. We prioritise your requirements for protection such as life assurance, critical illness and disability concerns, as well as savings & investments, and retirement planning.

Give You Options

Once we fully understand you and your circumstances, we tell you what your options and advise the most suitable course of action. As Independent Financial Advisers, we research the whole market and advise the best products and investments for your circumstances.

Provide A Plan Contribute

Using detailed cashflow forecasting, we provide you with a Financial Plan. It clearly highlights what you need to do to achieve your financial objectives. This plan is used, updated and revised at each review meeting in order to always keep our advice objective-led.

Review

We continually review and monitor your investments, making recommendations to ensure that the overall financial plan remains aligned with your goals.

More from Independent Financial Advice

There is a wide range of contracts providing life assurance and critical illness cover, making selection of the right arrangements somewhat difficult.

We are experienced at tailor making the right package for you and by using technology, have access to the most competitive rates in the market. Please contact us to discuss your personal requirements so that we can examine which solution would be best for you.

As a small growing business, we rely heavily on the excellent support that we receive from Simpson Wood. They provide the expertise and assurance which allows us to focus on our clients and service.

View Full Case Study