Simpson Financial Services was established in January 2004 and is a privately owned firm of independent financial advisors. Based in Coventry, West Midlands, our team of specialised professionals, including our own award winning advisor, work closely with individuals and businesses across the UK. We advise on all aspects of personal and business finance and take the view that, while it is possible to deal with individual financial matters, it is more beneficial to treat your finances as an inter-related whole. Our solutions, like your financial circumstances, are unique.
Served areas
- Coventry Warwickshire
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Every client brings with them their own set of unique circumstances and you will be no different. Which of our financial planning services will be right for you? Because we are Independent Brokers we have access to all of the UK's lenders when it comes to finding the most suitable mortgage arrangement for you.
We aim to provide you with the highest standard of financial advice and we believe that an important part of being able to deliver this quality service is our status as independent Financial Adviser or IFA. Being Independent financial advisers without any commercial third party influence means that not only are we free to explore all possibly financial avenues to help you meet you financial objectives but we are also able to compare and recommend all the various providers of any financial products that you may need.
Rob has over 25 years financial services experience and holds the Chartered Insurance Institute's Diploma in Financial Planning and G60 Pensions qualification. The last 18 years Rob has been a practicing Independent Financial Adviser (IFA) and his areas of financial expertise are pensions, retirement planning, wealth management and Trustee investments.
We always appreciate feedback from our clients as we look to test the quality of our financial advice, the customer service that we give and the value for money you get. As Executor for my Late Mother-in-Law, I was tasked with setting up a Trust for her Great-Grandchildren. Having received very little help from the Solicitors, I embarked on many hours of Internet research and made many fruitless calls to Banks, with little success.
Before we commence working with you it is important that you have an understanding of what we can do for you, how we work, the laws in place to protect you, the costs of our services and so on. Because we are dealing with the important subject of your money we, as a firm, are also very heavily regulated (even though we never personally hold your cash). The documents below cover all these subjects and if you have any questions about how they may affect you then please contact us directly.
Reviews (5)
Joanne
May 24, 2021
P. Daddy
Mar 22, 2021
Simpson Financial Service Ltd is an absolute GEM. Mr Kamal M was our point of contact and he did a SUPERB, BRILLIANT JOB. Very professional, very determined, very hardworking and gets the best results. He worked tirelesly and passionately. JOB WELL DONE. We are happy customers and will use Kamal @ Simpson Finacial Service Ltd for our future mortgage projects. Thank you Kamal.
Chintan Shah
Jun 24, 2019
Catherine Wilson
Jun 05, 2016
Elinor Perry-Hall