Business Details
22 Years
experience
Expert Financial Advisers in Leamington Spa
Established in 2004, Simpson Financial Services provides bespoke financial planning, mortgage advice, and wealth management solutions to clients across Leamington Spa, Warwickshire, and the UK. Our team of certified financial planners and mortgage advisers combines technical expertise with a client-centric approach, offering tailored strategies that evolve with individual circumstances. Built on core values of integrity, care, and collaboration, we prioritise long-term relationships through continuous support and transparent communication. With over two decades of collective experience, we specialise in retirement planning, tax optimisation, investment management, and business financial strategies.Our services are designed to empower clients to achieve financial security while navigating complex markets with confidence. Recognised for excellence through awards such as Apprentice Employer of the Year 2025, we remain committed to delivering actionable advice that aligns with personal and professional aspirations. Our digital tools, including a 24/7 personal finance portal, enhance accessibility and real-time portfolio management. By integrating ESG principles and regulatory compliance, we ensure clients receive both innovative and trustworthy guidance. Regular reviews and adaptive strategies underscore our dedication to lifelong financial stewardship.
Services
Financial Planning
Retirement Planning
Mortgage Advice
Wealth Management
Tax Planning
Investment Management
Equity Release
Business Financial Planning
Estate Planning
Protection Insurance
Details
- Year established: 2004
Highlights and features
- Certified financial planners with 20+ years of combined experience
- Tailored financial solutions for individual needs and goals
- Award-winning service with continuous client support
- Transparent fee structures and regulatory compliance
- Integrated digital tools for real-time portfolio management
What people say
Excellent service
Professional and friendly
Tailored solutions
Knowledgeable team
Highly recommend
Services
Financial Planning
Our financial planning service creates bespoke roadmaps to achieve short and long-term goals. We analyse your current financial position, risk profile, and tax situation to develop actionable strategies. With regular reviews and adaptive planning, we ensure your investments, estate, and retirement plans align with evolving life circumstances.
Mortgage Advice
We provide independent mortgage advice to secure optimal property finance solutions. Our specialists compare deals across lenders, including exclusive rates, and assist with remortgaging, equity release, and buy-to-let arrangements. We simplify complex processes while ensuring affordability and long-term financial stability for residential and commercial clients.
Wealth Management
Our wealth management service optimises investment portfolios through strategic asset allocation and risk management. We offer tax-efficient wrappers, ESG investing options, and ongoing portfolio monitoring via a 24/7 digital portal. Regular reviews ensure your wealth grows sustainably while aligning with personal financial objectives.
Tax Planning
We specialise in minimising tax liabilities through strategic planning for income, capital gains, and inheritance taxes. Our advisers identify reliefs and allowances to maximise retained wealth while ensuring compliance with HMRC regulations. Services include estate planning and business tax optimisation for individuals and companies.
Business Financial Planning
We support businesses with financial strategy, including commercial lending, succession planning, and protection insurance. Our services address partnership protection, key person insurance, and exit strategies to safeguard business continuity and growth while aligning with owners' personal financial goals.
People
Rob Simpson
Founder & Senior Financial Adviser
With over 30 years of experience, Rob established Simpson Financial Services in 2004. He specialises in retirement planning and investment management, combining technical expertise with a client-focused approach to deliver long-term financial solutions.
Hannah Stanley
Financial Adviser
Hannah provides accessible financial guidance, particularly in investment management and retirement planning. Known for her clear communication and client-centric approach, she helps individuals navigate complex financial decisions with confidence.
Michael
Financial Advisor
Michael specialises in retirement planning, offering tailored advice to align investments with clients' lifestyle goals. His analytical approach and ability to simplify complex concepts have earned consistent client praise for delivering actionable strategies.
Questions
What financial services do you offer?
We provide financial planning, mortgage advice, wealth management, tax planning, and business financial strategies tailored to individual and corporate needs.
How do I start working with your advisers?
Book a free consultation via our website or call 0800 6342 111 to discuss your financial goals with a certified adviser.
Are your services available outside the UK?
While based in Leamington Spa, we serve UK residents and manage international investments for clients abroad through digital consultations.
How are your investment fees structured?
We offer transparent fee structures with options for ongoing service levels, detailed in our Investment Service Levels and Fees guide.
Do you provide digital tools for portfolio management?
Yes, our 24/7 Personal Finance Portal allows real-time tracking of investments, tax wrappers, and portfolio performance.
What accreditations do your advisers hold?
Our team includes certified financial planners and mortgage advisers regulated by the UK's Financial Conduct Authority.
