Business Details
22 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2004, Simpson Financial Services has built a reputation for delivering high-quality, independent financial advice tailored to individual client needs. Our team of certified financial planners and mortgage advisers specialise in creating bespoke solutions for retirement planning, wealth management, and property finance. With a client-centric approach rooted in integrity and care, we serve thousands of clients across Leamington Spa, Warwickshire, the West Midlands, and the wider UK. Our six-stage advice journey ensures comprehensive support for budgeting, risk profiling, tax optimisation, and estate planning.We prioritise continuous support through lasting relationships, adapting strategies as clients' circumstances evolve. Recognised for excellence, we were named Apprentice Employer of the Year 2025 (SME) and maintain partnerships with industry leaders like Money Alive. Our Personal Finance Portal offers 24/7 access to investment portfolios, while our award-winning team combines technical expertise with accessible communication to demystify complex financial matters.
Services
Financial Planning
Retirement Planning
Mortgage Advice
Wealth Management
Tax Planning
Investment Services
Equity Release
Business Protection
Estate Planning
School Fees Planning
Details
- Year established: 2004
Highlights and features
- Our certified financial planners have over 20 years of combined experience in retirement and tax planning
- We implement a six-stage advice journey for comprehensive financial strategy development
- We provide 24/7 access to investment portfolios through our Personal Finance Portal
- Our team won the 2025 Apprentice Employer of the Year (SME) award
- We operate with full transparency and no hidden fees across all services
What people say
Professional and friendly
Excellent service
Knowledgeable advisers
Jargon-free explanations
Regular communication
Services
Financial Planning
Our financial planning service creates bespoke roadmaps to achieve your life goals through comprehensive analysis of current circumstances, risk profiling, and tax optimisation. We specialise in budgeting strategies, investment allocation, and estate preservation for individuals and businesses. With regular reviews and 24/7 digital access via our Personal Finance Portal, we ensure your financial plan evolves alongside your changing needs while maintaining compliance with UK regulatory standards.
Retirement Planning
Specialist retirement planning covers pension consolidation, annuity selection, and tax-efficient withdrawal strategies. We help clients navigate complex pension freedoms while ensuring sustainable income throughout retirement. Our service includes state pension maximisation, long-term care planning, and intergenerational wealth transfer strategies, supported by industry-leading technology and regular portfolio reviews to maintain alignment with changing retirement goals.
Mortgage Advice
Independent mortgage advice covers residential and buy-to-let financing, equity release, and commercial lending solutions. We access exclusive deals from 90% of UK lenders to secure optimal rates for first-time buyers, home movers, and property investors. Our service includes mortgage capacity assessments for divorce proceedings, bridging finance options, and remortgaging strategies to reduce interest costs or release equity for other financial objectives.
Wealth Management
Wealth management services focus on asset allocation, tax-wrapper optimisation, and portfolio construction using leading investment platforms. We develop risk-appropriate strategies for capital growth, income generation, and wealth preservation across ESG and traditional investment options. Regular performance reviews and digital portfolio tracking through our Personal Finance Portal ensure transparency and timely adjustments to maintain alignment with evolving financial objectives.
Tax Planning
Specialist tax planning services maximise available reliefs and allowances for income tax, capital gains tax, and inheritance tax. We implement strategies for pension contributions, ISAs, and trust structures to minimise tax liabilities while maintaining compliance. Our approach integrates with broader financial plans to ensure tax-efficient wealth transfer, business succession planning, and cross-border tax considerations for clients with international assets.
People
Rob Simpson
Managing Director
With over 20 years' experience in financial services, Rob Simpson leads our team of advisers. He specialises in retirement planning and business protection, combining technical expertise with accessible communication to demystify complex financial matters for clients.
Hannah Stanley
Financial Adviser
Certified financial planner Hannah Stanley manages investment portfolios and provides mortgage advice. Recognised for her client-focused approach, she specialises in first-time buyer mortgages and retirement planning, maintaining a 98% client retention rate over five years.
Michael Hinett
Senior Adviser
Michael Hinett brings 15 years of experience in tax planning and estate preservation. He develops complex inheritance tax mitigation strategies for high-net-worth clients, ensuring seamless wealth transfer while maintaining compliance with evolving UK tax regulations.
Questions
How do I start financial planning with Simpson Financial Services?
Book a free consultation to discuss your financial goals. Our advisers will assess your current situation, risk profile, and objectives to create a tailored financial plan.
Do you offer mortgage advice for first-time buyers?
Yes, we specialise in first-time buyer mortgages, helping clients secure competitive rates and navigate the purchasing process with confidence.
What investment options are available through your wealth management service?
We offer ESG investing, traditional portfolios, and tax-efficient wrappers across leading UK platforms, tailored to your risk tolerance and financial goals.
How often do you review financial plans?
We conduct annual reviews as standard, with additional check-ins available for significant life changes or market adjustments affecting your portfolio.
Can you help with school fees planning?
Yes, we create tailored strategies for private school fee payments, combining savings vehicles and tax-efficient arrangements to manage education costs effectively.
What makes Simpson Financial Services different from other advisers?
Our combination of technical expertise, accessible communication, and the Personal Finance Portal offering 24/7 portfolio access sets us apart in client service quality.
