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.

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    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:

    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.

    Our close working relationship with Simpson Wood and its partners has ensured that our needs are serviced in the accurate, professional and timely manner that we require.

    Our Financial Planning Experts Team

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