Empowering financial freedom for a brighter future
A Team of Experienced Financial Advisors in Pontefract
Simpson Kelly Associates is a leading independent financial planning practice based in Pontefract, West Yorkshire. Established in 2011, our team of experienced financial advisors has helped countless individuals, families, and businesses achieve their financial goals through tailored financial plans.
Our Mission
Our primary objective is to empower our clients by providing personalized financial guidance and solutions. We take the time to understand your unique circumstances, goals, and aspirations to develop a plan tailored to your needs. We believe in building strong, long-term relationships with our clients, offering ongoing support and expertise throughout your financial journey.
The Simpson Kelly Approach
We take a holistic approach to financial planning, encompassing every aspect of your financial life. Our services include:
**Protection
- Risk assessment and planning
- Life insurance review and recommendations
- Critical illness cover analysis and guidance
- Personal injury and redundancy protection strategies
**Savings & Investments
- Retirement planning and investment advice
- Savings analysis and optimization
- Portfolio review and diversification recommendations
- Tax-efficient investment strategies
**Pensions
- Pension scheme reviews and valuations
- Pension consolidation and optimization
- Pension drawdown planning and implementation
- Guidance on maximizing your state pension
Our Values
At Simpson Kelly Associates, we prioritize:
- Client-centredness: We always put your needs first and actively listen to your concerns and aspirations.
- Transparency: We explain complex financial concepts in clear and concise terms, ensuring you fully understand your options.
- Accessibility: We provide personalized guidance and support, readily responding to your questions and concerns.
- Integrity: We adhere to the highest ethical standards, adhering to strict industry regulations.
Join us on your journey to financial security and success!
Contact us today to schedule a consultation and explore how Simpson Kelly Associates can help you achieve your financial goals.
