Business Details
22 Years
experience
Trusted Financial Advisers in Leamington Spa
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 combine technical expertise with a client-centric approach, offering bespoke solutions in financial planning, property finance, and wealth management. With over two decades of collective experience, we prioritise integrity, care, and collaboration, ensuring our clients receive personalised strategies that evolve with their changing circumstances.Our commitment to continuous support fosters long-term relationships, guiding clients through life's financial challenges while adhering to the highest ethical standards. Based in Leamington Spa, we serve clients across Warwickshire, the West Midlands, and the UK, leveraging industry-leading technology to provide transparent, jargon-free advice. Recognised for excellence, including being named Apprentice Employer of the Year 2025, we remain dedicated to empowering clients to achieve their financial goals with confidence.
Services
Financial Planning
Mortgage Advice
Wealth Management
Retirement Planning
Tax Planning
Investment Management
Equity Release
Business Financial Planning
Protection Insurance
Estate Planning
Details
- Year established: 2004
Highlights and features
- Certified financial planners with over 20 years of combined experience.
- Bespoke solutions tailored to individual financial goals and risk profiles.
- Transparent, jargon-free advice focused on long-term client relationships.
- Award-winning service recognised for excellence in client support.
- Comprehensive financial strategies covering retirement, tax, and wealth management.
What people say
Expert, tailored advice
Professional and friendly team
Confidence in retirement planning
Transparent communication
Successful investment growth
Services
Financial Planning
Our financial planning service creates customised roadmaps to achieve short and long-term goals. We analyse your current financial position, risk tolerance, and aspirations to develop strategies covering retirement, tax efficiency, and estate planning. Regular reviews ensure your plan adapts to life changes, market conditions, and regulatory updates, providing confidence in your financial future.
Mortgage Advice
We offer independent mortgage advice tailored to your property needs, whether buying a home, remortgaging, or investing in buy-to-let. Our experts access exclusive deals and lenders to secure competitive rates, while explaining options clearly. Services include mortgage capacity assessments, equity release, and bridging finance, ensuring informed decisions aligned with your financial situation.
Wealth Management
Our wealth management service protects and grows your assets through diversified investment strategies. We assess your risk profile to recommend tax-efficient wrappers and asset allocations, with ongoing portfolio reviews. The Personal Finance Portal provides 24/7 access to track performance, while regular consultations ensure your investments align with evolving financial objectives and market dynamics.
Retirement Planning
We specialise in retirement planning to ensure financial security during your later years. Services include pension consolidation, annuity selection, and tax-efficient income strategies. Our advisers help navigate state pensions, private schemes, and long-term care options, creating a tailored plan that balances your desired lifestyle with sustainable withdrawals, reviewed annually for optimal outcomes.
Tax Planning
Our tax planning service minimises liabilities through legal reliefs and allowances. We advise on inheritance tax mitigation, capital gains strategies, and pension contributions to optimise your financial position. By integrating tax considerations into broader financial plans, we help retain more of your wealth for future generations or personal goals, ensuring compliance with UK regulations.
People
Rob Simpson
Founder & Financial Adviser
With over 20 years of experience, Rob Simpson established Simpson Financial Services in 2004. He specialises in retirement planning and investment management, combining technical expertise with a client-focused approach to deliver tailored financial solutions.
Michael Hinett
Financial Adviser
Michael Hinett provides expert investment advice, managing client portfolios with a focus on tax efficiency and long-term growth. His approach prioritises clear communication and annual reviews to align strategies with clients' evolving financial goals.
Hannah Simpson
Financial Adviser
Hannah Simpson specialises in family finance and retirement planning, offering accessible guidance to help clients navigate complex financial decisions. Her expertise ensures clients feel confident in their investment choices and future security.
Questions
What financial services do you offer?
We provide financial planning, mortgage advice, wealth management, retirement planning, tax strategies, and business financial solutions tailored to individual client needs.
Are you independent financial advisers?
Yes, we are independent and can access all UK providers to offer unbiased advice aligned with your specific circumstances.
How do you tailor financial plans to individual needs?
We conduct detailed consultations to understand your goals, risk tolerance, and financial situation, creating bespoke strategies reviewed regularly to adapt to changes.
Can you help with mortgage applications?
Yes, we offer mortgage advice, including remortgaging, buy-to-let, and equity release, securing competitive deals through our lender partnerships.
What areas do you serve?
We operate in Leamington Spa, Warwickshire, the West Midlands, and nationwide across the UK.
How can I access my investment portfolio?
Our Personal Finance Portal provides 24/7 online access to view portfolio performance, assets, and liabilities in real time.
Reviews (4)
Joanne
May 24, 2021
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Simpsons (Rob) has been giving me advice for many years now and it has always been advice that has been very useful - not only from a financial point of view but also a personal one. All advice is always welcomed, and useful. All the best. Rich & Joanne
P. Daddy
Mar 15, 2021
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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.
Catherine Wilson
Jun 05, 2016
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Director is Shrewd and Excellent business man and Financial Advisor. He has made and saved me money.Definitely recommend this company. We have been customer for years. Others that I have recommended company to were very satisfied customers.
Elinor Perry
Aug 11, 2013
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I have know Rob and the team at Simpsons for over 5 years, it been a pleasure to work with them. We have a number of mutual clients, it can be very valuable for clients to have a joined up approach with accountants and independent financial advisors working together.
