Business Details
22 Years
experience
Your Trusted Financial Partner in Leamington Spa
Established in 2004, Simpson Financial Services has built a reputation for delivering expert financial guidance 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 continuous support, ensuring our clients receive strategic advice aligned with evolving personal and financial goals. Our services span retirement planning, tax optimisation, investment management, and business financial strategies, supported by industry-leading technology and a commitment to transparency. Recognised for our award-winning service, including the 2025 Apprentice Employer of the Year (SME), we serve clients across Leamington Spa, Warwickshire, the West Midlands, and the UK. Our dedication to client education is evident through free resources, financial calculators, and a secure online portal for 24/7 portfolio access. We maintain strong relationships with regulatory bodies and adhere to the UK regulatory regime, ensuring compliance and client trust.
Services
Financial planning
Mortgage advice
Wealth management
Tax planning
Retirement planning
Investment management
Equity release
Business financial planning
Protection insurance
Estate planning
Served areas
- Coventry Warwickshire
Details
- Year established: 2004
Highlights and features
- We offer over 20 years of combined experience in financial planning and wealth management.
- Our services are tailored to individual circumstances with a focus on long-term relationships.
- We provide continuous support through regular portfolio reviews and 24/7 online access.
- Our team includes certified financial planners and mortgage advisers with industry recognition.
- We utilise advanced technology for transparent, jargon-free financial guidance.
What people say
Excellent service
Highly recommend
Professional and friendly
Bespoke solutions
Continuous support
Services
Financial planning
Our financial planning service creates tailored roadmaps to achieve personal and business financial goals. We analyse your current situation, risk profile, and long-term objectives to develop strategies covering savings, investments, protection, and retirement planning. Regular reviews ensure your plan evolves with life changes, market conditions, and regulatory updates, providing confidence in your financial future.
Mortgage advice
We offer independent mortgage advice to secure competitive deals for residential and commercial properties. Our specialists assess your borrowing capacity, help with remortgaging, equity release, and navigate complex lending criteria. With access to exclusive deals, we provide solutions for first-time buyers, home movers, buy-to-let investors, and those requiring bridging finance or mortgage capacity assessments during divorce proceedings.
Wealth management
Our wealth management service focuses on growing and preserving assets through strategic investment planning. We assess your risk tolerance and financial goals to create diversified portfolios using tax-efficient wrappers. Ongoing monitoring and quarterly reviews ensure optimal performance, while our Personal Finance Portal provides real-time valuations and 24/7 access to portfolio details for informed decision-making.
Tax planning
We specialise in minimising tax liabilities through strategic planning for income tax, inheritance tax, and capital gains tax. Our advice includes maximising tax reliefs, utilising ISAs and pensions, and structuring investments to reduce exposure. We provide tailored strategies for individuals and businesses, ensuring compliance while optimising financial outcomes through legitimate tax-saving opportunities.
Retirement planning
Our retirement planning service ensures financial security during your post-work years. We evaluate pension schemes, annuity options, and investment portfolios to create sustainable income streams. Services include retirement fund calculations, estate planning integration, and guidance on state pensions and long-term care. Regular reviews adjust strategies to market changes and evolving personal circumstances, ensuring confidence in your retirement goals.
People
Rob Simpson
Founder & Financial Adviser
With over 30 years in financial services, 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 tailored solutions.
Hannah Stanley
Financial Adviser
Hannah provides expert guidance on investment portfolios and mortgage solutions. Known for her clear communication and proactive approach, she supports clients with home visits and regular portfolio updates, ensuring accessible financial advice.
Michael Hinett
Personal Financial Adviser
Michael specialises in retirement planning and pension management. His client-centric approach has helped numerous individuals achieve early retirement through strategic investment and tax-efficient planning.
Chris Wilson
Investment Specialist
Chris focuses on portfolio management and asset allocation. He provides clear explanations of complex financial products, ensuring clients understand their investments while delivering consistent returns.
Questions
What financial services do you offer?
We provide financial planning, mortgage advice, wealth management, tax planning, retirement solutions, and business financial strategies tailored to individual needs.
Are you regulated by the FCA?
Yes, we operate under the UK regulatory regime and are authorised to provide financial advice compliant with FCA standards.
How do you tailor financial plans to individual needs?
We conduct detailed assessments of your financial situation, goals, and risk tolerance to create bespoke strategies that evolve with your circumstances.
Can you help with mortgage applications?
Yes, we offer independent mortgage advice, including remortgaging, buy-to-let, and equity release solutions with access to exclusive lender deals.
What investment options are available?
We provide diversified portfolios using tax-efficient wrappers, ISAs, pensions, and direct investments, with regular performance reviews through our online portal.
How do you support clients during retirement?
We create sustainable income strategies through pension drawdowns, annuities, and estate planning to ensure financial security throughout retirement.
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 22, 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-Hall
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.