We set up Simpson Wood (Financial Services) Limited to enhance
the service we can provide to our clients. Our independent status
means that we have access to virtually all financial products in
the market place.
Close liaison with our tax department ensures that planning
opportunities are maximised and coupled with the traditional values
of the practice this puts us in the ideal position to provide the
service and advice you deserve.
Retirement Planning
Managing the lifestyle transition from work into retirement
presents enough challenges, although again, numerous options will
be available to you regarding the way in which pension arrangements
can be structured. This should be done in conjunction with general
investment planning; the holistic approach that we adopt to
retirement planning, coupled with close liaison with our tax
department enables us to provide you with the very best
solutions. Contact us for details of how we can
assist you or your business.
Life Assurance and Critical Illness Covers
There is a wide range of contracts providing life assurance and
critical illness cover, making selection of the right arrangements
somewhat difficult. We are experienced at tailor making the right
package for you and by using technology, have access to the most
competitive rates in the market. Please contact us to
discuss your personal requirements so that we can examine which
solution would be best for you.
Tax Efficient Portfolio Management
In addition to the enormous range of investment funds available,
there are a wide range of contracts through which these funds can
be bought, such as ISA's, insurance funds, offshore bonds, unit
trusts and OEIC's.
Each of these is subject to differing tax regulations so that in
addition to managing portfolios on a personal basis, we aim to use
the most tax efficient structure for your individual
circumstances.
Equally as important as establishing your investment portfolio
is monitoring it, and managing it into the future. Great emphasis
is placed on regular reviews, which also include any changes to
your circumstances, and portfolio adjustments are then agreed.
Many clients have come to us with arrangements accumulated over
a number of years, and we will be happy to review these with you,
and make any recommendations that we deem are appropriate. Contact us for
more information on how we can help you get the most out of your
Portfolio.
Pension and Annuity Sourcing
Many people are still unaware of the differing types of annuity
that are available, and the enormous difference in rates payable
between the differing annuity providers. We will be pleased
to advise you in respect of both the most appropriate type of
annuity for your circumstances, and the most competitive providers.
For more details about this service, contact us.