Business Details
15 Years
experience
Independent Financial Advisers in Pontefract
Established in 2011, Simpson Kelly Associates has built a reputation for delivering practical financial planning advice to individuals, families, and businesses across Yorkshire, Lincolnshire, and surrounding areas. Our team of 8 qualified financial advisors operates from a central office in Pontefract, combining local market knowledge with industry expertise to create tailored financial solutions. We prioritise client relationships by understanding individual needs and implementing customised plans that address specific financial goals.Our advisors are known for their approachable nature and commitment to community engagement, ensuring clients receive jargon-free guidance both now and in the future. With regulatory oversight from the Financial Conduct Authority, we maintain rigorous professional standards while offering comprehensive services spanning investments, pensions, protection, and estate planning.
Services
Financial Planning
Investment Advice
Pension Planning
Protection Strategies
Estate Planning
Mortgage Advice
General Insurance
Details
- Year established: 2011
Highlights and features
- We have over 10 years' experience providing financial advice
- Our team of 8 advisors offers local market expertise
- We implement tailored financial plans for individual needs
- We maintain FCA authorisation for regulatory compliance
- We provide jargon-free advice with a personal approach
Associations and certifications
- Financial Conduct Authority
What people say
Fantastic team
First class service
Expertly navigated
Prompt service
Personal touch
Services
Financial Planning
We develop customised financial strategies to help clients achieve their long-term objectives. Our approach focuses on understanding individual circumstances and creating practical plans that address specific needs. By maintaining regular reviews and updates, we ensure clients stay on track to meet their financial goals while adapting to changing life circumstances.
Pension Planning
Our pension specialists help clients navigate complex retirement options and tax regulations. We provide guidance on both workplace and private pensions, including early retirement due to ill health. Through regular monitoring and reporting, we ensure clients' retirement funds are optimised to deliver sustainable income in later life.
Investment Advice
We offer tailored investment strategies across various asset classes and risk profiles. Our advisors help clients select appropriate funds and ISAs while maintaining transparent communication about performance. Regular reviews ensure investment portfolios remain aligned with clients' financial objectives and market conditions.
Protection Strategies
We assess clients' insurance needs to create comprehensive protection plans. Our services cover life insurance, critical illness cover, and income protection policies. We help clients understand different policy types and select appropriate coverage levels to safeguard their financial future and family security.
Estate Planning
Our advisors provide guidance on wills and trusts to ensure effective wealth transfer. We help clients structure their estates to minimise inheritance tax while meeting their legacy goals. Through collaborative planning, we ensure clients' wishes are clearly documented and legally protected.
Questions
What areas do you cover?
We serve clients across Yorkshire, Lincolnshire, and surrounding areas from our Pontefract office.
How do you work with clients?
We begin by understanding your financial situation and goals, then create a tailored plan with ongoing support.
Are you regulated?
Yes, we're authorised and regulated by the Financial Conduct Authority under reference 599404.
Do you offer digital services?
Yes, we provide multiple communication channels including face-to-face meetings, phone consultations, and online interactions.
