Here to help you achieve your financial goals
About Us
Simpson Kelly Associates is a team of experienced and passionate independent financial advisors based in Pontefract, West Yorkshire. Established in 2011, we have guided clients across Yorkshire, Lincolnshire, and beyond towards achieving their financial goals. Our team of eight dedicated financial advisors combines extensive knowledge and personalized attention to deliver comprehensive financial plans that cater to each client's unique needs.
Our Approach
Our client-centric approach starts with understanding your individual aspirations and concerns. We take the time to listen to your unique circumstances, goals, and aspirations. Working collaboratively, we develop a tailored plan that aligns with your vision and empowers you to make informed financial decisions.
Protection
- Comprehensive risk assessment and insurance planning
- Critical illness and income protection
- Life insurance solutions
- Review of existing insurance policies
Savings & Investments
- Personalized savings and budgeting strategies
- Investment portfolio review and optimization
- Investment and platform recommendations
- Pension planning and review
Pensions
- Understanding your pension options and entitlements
- Maximizing your workplace pension contributions
- Planning for a comfortable retirement
- Reviewing and consolidating your pension portfolio
General Insurance
- Review of your current insurance coverage
- Identifying potential gaps in your protection
- Finding affordable and comprehensive insurance solutions
Client Testimonials
"I have known Gary Simpson for over 10 years and have always been impressed with his financial expertise and genuine care for his clients." - S & K Rounce
"Simpson Kelly Associates have consistently provided me with excellent guidance and support regarding my investments and financial planning needs." - J.W. Allen
"I highly recommend Simpson Kelly Associates for their personalized and attentive approach to financial advisory services." - R & J Robinson
Working With Us
We believe in open communication, transparency, and building lasting relationships with our clients. Our friendly and approachable advisors are committed to guiding you through the financial planning process and empowering you to take control of your financial future.
Contact us today to schedule a complimentary consultation and discuss how we can help you achieve your financial goals.
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