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.

Need Some Advice?

Looking for some help with Financial Services?

Call Shaun today on 01484 534431 or fill in our enquiry form below, and we'll call you back

    More from Independent Financial Advice

    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


    View Full Case Study

    Our Financial Services Team


    Adam Piplica

    Financial Planner

    Benjamin Lumley

    Assistant Paraplanner

    George Smith

    Associate - Financial Planner

    Joe Fielding

    Assistant Paraplanner

    Josh Rutherford

    Chartered Financial Planner

    Luke Feve

    Assistant Paraplanner

    Peter Dalton

    Assistant Paraplanner

    Richard McCarthy

    Senior Associate - Financial Planner

    Shabab Gulfraz

    Senior Associate/Chartered Financial Planner

    Sian Wood

    Compliance Manager

    Thomas Johnson

    Financial Planner

    Other For Business Services

    Latest from @SimpsonWoodCA on Twitter

    Services for


    Find Out More

    Services for


    Find Out More
    Our site uses cookies. By continuing to use our site you are agreeing to our cookies policy. Accept and Close