Since its inception in 2003, our financial services subsidiary company has gone from strength to strength, now boasting five authorised financial advisers supported by a further five paraplanners/administrators.

As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice. Close liaison with our tax department ensures that all 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.

It is our firm belief in providing all clients with bespoke and integrated advice, aimed at your specific needs and objectives.

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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.

While always highly professional, Simpson Wood achieves a very personal service, which I have very much appreciated. The company has continued to modernise without losing any of the ethos of its traditions.

Simpson Wood successfully continues to offer first-class services in all respects. Over the years I have used all the services provided, so I speak with some authority when I say that these have always been excellent.

The team is approachable and only ever a phone call away, which is so important. I know that Simpson Wood is working with us, as well as for us. I have no hesitation in recommending Simpson Wood to anyone who needs an accountancy service.

Sara Battye


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Our Financial Services Team


Alexandra Varley

Trainee Paraplanner

George Smith

Independent Financial Adviser

Joe Fielding

Trainee Paraplanner

Luke Feve

Trainee Paraplanner

Shabab Gulfraz

Chartered Financial Planner

Sian Wood

Compliance Manager

Thomas Johnson

Independent Financial Adviser

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