Simpson Financial Services was established in January 2004 and is a privately owned firm of independent financial advisors. Based in Coventry, West Midlands, our team of specialised professionals, including our own award winning advisor, work closely with individuals and businesses across the UK. We advise on all aspects of personal and business finance and take the view that, while it is possible to deal with individual financial matters, it is more beneficial to treat your finances as an inter-related whole. Our solutions, like your financial circumstances, are unique.

Serviced Areas

  • Coventry Warwickshire

Contact Details

  City Coventry
  Postcode CV1 2TT
  Address The Techno Centre, Puma Way
  Phone Number 0800 6342 111

Customer Testimonials

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.

Social Activity

BBC News - Pension cold-calling ban takes effect but please remain vigilant
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BBC News - Landmark day for state pension equality
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Do you have any questions regarding planning your retirement, what position you need to be in or pensions in genera
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Brilliant blog by our Mortgage Capacity Expert @MCR1Natasha on reverse Mortgage Capacity Assessments. Read about it
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Thanks for everyone who tuned in on Wednesday to listen to Kamal on @BBCCovWarks . Dont worry if you missed it, y
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UK Residents be aware. Nearly 1/2 billion pounds stolen from you via investment scams since April 2014! Make sure
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Twitter A good article reminding Trustees if their responsibilities
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If only you knew for sure, planning your finances in retirement would be so much easier. BBC News - How long are yo
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From Our Website

PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet. There are many different styles of pensions schemes available in the UK and they all have their part to play in Corporate Financial Planning as each is governed by slightly different rules on staff eligibility, funding limits, investment options. Are you looking for an easy way to compare any buy general insurance products from over 60 insurers?

We aim to provide you with the highest standard of financial advice and we believe that an important part of being able to deliver this quality service is our status as independent Financial Adviser or IFA. Being Independent financial advisers without any commercial third party influence means that not only are we free to explore all possibly financial avenues to help you meet you financial objectives but we are also able to compare and recommend all the various providers of any financial products that you may need.

Equity release has many uses, and more commonly, like many people in or near retirement, you may find that you're better off on paper than you are in practice. This is usually because a significant proportion of your wealth is tied up in the bricks and mortar of your home. This can be a problem if you need to free up some of this wealth but don't want to sell your home. If you are aged 55 or over, an equity release mortgage can release money from your home without having to make any monthly repayments.