"Integrity, care, dedication and collaboration" are the core values of Warwickshire's trusted, independent financial advisers, Simpson Financial Services Ltd.

Simpson Financial Services, (SFS), based on Cross Street in Leamington, was founded by Rob Simpson in 2004. 

Launched on the principles of independence and personalised service, the company works with individuals and businesses to help them reach their financial goals. 

Its friendly team of experienced advisers offers bespoke support in areas including: financial planning and wealth management, mortgage advice & property finance, savings, investments, retirement planning, tax and estate planning, protection and insurance solutions and business financial planning.

Adele Tiff, Director of the company, said: "We've been providing holistic financial advice to the Leamington Spa community for more than 20 years. 

"Integrity, care, dedication and collaboration are our core values; every client comes to us with a unique financial situation and personal aspirations, and we tailor our advice and services to help them reach their goals."

Free from commercial third-party influence, the firm's advisers deliver impartial, tailored advice, whether you're planning for retirement, investing for the future, or managing family finances.

SFS' approach centres on building long-term relationships, offering regular reviews to ensure every client remains on track and fully informed at every financial stage. 

Services:

Simpson Financial Services offers clear, jargon-free advice backed by decades of experience.

Its broad range of services includes retirement planning, such as pension schemes and fund calculators, protection and insurance options, including life, income, and critical illness insurance, as well as ESG investing.

SFS's family-focused services include budgeting, estate and school fee planning, and its tax planning spans across income, inheritance, and capital gains tax.

Mortgage advice, including remortgaging, first-time buying and buy-to-let is available along with wealth management services and business financial planning advice, where clients can benefit from commercial lending, protection strategies, and exit planning.

Simpson Financial Services said: "We help you reach your goals through bespoke financial planning, property finance and mortgage advice, and wealth management. 

"Our friendly team have decades of financial expertise between them and are centred around providing outstanding client service to individuals and businesses. 

"For us, providing you with excellent service goes far beyond sourcing the right financial products. 

"We work closely with you to fully understand your goals.

"We regularly review your financial plan to make sure everything is in place and on track, and we help you make the right financial decisions at every stage.

"Our personal approach is backed by industry-leading technology, ensuring the service you receive is accurate, reliable, consistent, and rewarding."

Achievements and awards:

This year, Simpson Financial Services is celebrating a major achievement, as Paraplanner Victoria Tolley won the Chartered Insurance Institute's Young Achiever of the Year Award.

This follows her earlier win as Paraplanner Apprentice of the Year in 2024. 

Victoria is the fourth team member, and the third in a row, to win the prestigious Young Achiever award, highlighting the firm's ongoing commitment to nurturing top talent.

Charity work and the local community:

Beyond financial services, SFS is also deeply embedded in the local community.

Last year (2024) was a standout year for Simpson Financial Services Ltd, marked by community impact, professional excellence, and team milestones.

The firm raised £2,335 for charity across four events, fed 50 vulnerable individuals during a soup kitchen takeover in Leamington Spa and celebrated five prestigious awards, including Young Achiever of the Year, Paraplanner Apprentice of the Year, and inclusion in the NMA Top 100.

Staff continued to develop professionally, earning three qualifications, passing 11 exams, and gaining specialist accreditations such as SOLLA Later Life. 

Personal highlights included one marathon run, two weddings, and one new baby, a memorable year for the SFS team!

Each year, the company also hosts a charity lawn bowls event at the Avenue Bowls Club.

Last year, this annual event brought together 10 teams in friendly competition and successfully raised £920 for Helping Hands, a local charity supporting vulnerable individuals. 

For the second consecutive year, SFS participated in the Helping Hands Soup Kitchen Takeover 2024, preparing and serving homemade meals, including chilli con carne, vegetable pasta bake, and cherry crumble, to 50 people in need. 

These initiatives showcase the team's commitment to giving back to the community in practical, heartfelt ways.

Client testimonials:

Discussing the impact the company has had on them, one client said: "One of the features that SFS provides, which I really like, is the Personal Finance Portal. 

"It gives me a great overview of my current portfolio, which I can see at a glance. 

"I have a great relationship with the team, and I always look forward to the fun-filled meetings we have. 

"They did a great job advising me on the best ways of paying off my mortgage, so I would definitely recommend them!"

Another explained: "I have been a customer of Simpson Financial Services for 5 years. 

"If you measured the standard of service from Rob and the team in terms of sporting success, then you are talking Olympic gold medals. 

"Good, solid financial support, be it pensions, mortgages, investments."

To learn more about Simpson Financial Services Ltd and enquire about its services, call 0800 634 211 or email [email protected].

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Without their community-minded sponsorship, we wouldn't be able to bring you local news free from overly-intrusive ads, pop-ups and clickbait.