Living your best life, starts with a clear financial plan
At Simpsons Wealth Management, we understand the importance of creating a financial plan that is tailored to your individual needs and goals. With over 30 years of experience providing bespoke financial planning to clients across the South of England and beyond, we have established ourselves as a trusted and reputable independent financial advisory firm.
Our Values
Our core values are at the heart of everything we do. We believe in providing clear, financial sense that is easy to understand, effective, and regularly reviewed. Our mission is to help you achieve your financial aspirations, whether big or small, and live your best life. We strive for excellence in everything we do, and we always put our clients' best interests at the forefront of our decision-making process.
Why Financial Planning
Financial planning is an essential part of achieving financial security and peace of mind. Our team of experienced financial planners will work with you to understand your financial goals and objectives, and create a tailored plan that is designed to help you achieve them. We understand that everyone's financial situation is unique, and we take a holistic approach to financial planning, considering all aspects of your financial situation, including investments, pensions, tax planning, and estate planning.
Our Services
Our services are designed to provide you with clear, financial sense. We offer a range of services, including financial planning, investment management, pension planning, tax planning, estate planning, and more. Our team of experts will work with you to create a bespoke financial plan that is tailored to your individual needs and goals. We believe in providing ongoing support and guidance, and we offer regular review meetings to ensure that your financial plan remains on track.
Meet Our Team
Our team of experienced financial planners and support staff are dedicated to providing you with exceptional service and guidance. Our team includes Mark Smith, Partner and Financial Planner, Bernize Gregory, Financial Planner, and Thomas Minter, Executive Assistant. We are committed to providing clear, financial sense, and we strive to build long-term relationships with our clients.
Exceptional Service and Expertise
Simpson Wealth Management has received glowing reviews from multiple clients, with all ratings being 5 stars. The company was referred to by friends and colleagues, and clients have been extremely pleased with the service they received. The financial advisors are described as pleasant, helpful, and knowledgeable, taking the time to explain complex information in a clear and detailed manner. The team is approachable and trustworthy, providing a no-pressure approach and excellent communication.
Personalized Service and Attention to Detail
Several clients have praised Bernize's expertise and personal service, citing her ability to present complicated technical information in an accessible format. Bernize is described as personable, knowledgeable, and always willing to answer questions and provide a bespoke service. The company's portal is also easy to navigate, allowing clients to access their information with ease.
Consistent Quality and Recommendations
All clients who have reviewed Simpson Wealth Management have been extremely satisfied with the service they received, with no negative comments. The company's commitment to exceptional service, expertise, and attention to detail has earned it a reputation for being a reliable and trustworthy financial advisory firm.
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