Investment Proposition

    We pride ourselves on providing bespoke advice aimed at meeting your specific needs, objectives and attitude to investment risk, thus each individual portfolio will be unique to you.

    What is not unique, however, is our process. Every portfolio goes through the same construction process.

    As the industry has evolved, many IFA firms delegate the management of the underlying investment portfolios to external firms. We have taken the decision not to follow this route due to the extra charges which are usually passed onto the client. Instead, we utilise the expertise of professional investment analysts to assist and advise our own investment committee on a quarterly basis.

    The research they provide and the input they have on our overall asset allocations and fund selections is pivotal to both 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, whilst avoiding additional fees payable by the client, as we meet the cost of the external advisers.

    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.

    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.

    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 Investment Proposition 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 Independent Financial Advice Updates

    Sustainability for businesses

    Posted on
    Last Tuesday afternoon I found myself in deepest darkest Marsden, Dark Woods Coffee to be precise where I attended a session on sustainability. It is a topic that I am…

    National Minimum Wage Update

    Posted on
    When it comes to paying the National Minimum Wage (NMW), mistakes are easy to make, and employers may not be aware if something has gone wrong. Common issues like unpaid…

    Latest guidance for employers

    Posted on
    HMRC has published the latest issue of the Employer Bulletin. The March issue has information on various topics, including: PAYE Settlement Agreement paymentreporting expenses and benefits for the tax year…

    UK borrowing reduces Chancellor’s wiggle room

    Posted on
    Higher than expected government borrowing has reduced the Chancellor’s ‘wiggle room’ at a pre-election Budget. Government borrowing – the difference between spending and tax income – was £120.7 billion in the year…