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.

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 Independent Financial Advice Team


Adam Piplica

Financial Planner

Benjamin Lumley

Assistant Paraplanner

Davis Geidans

Trainee 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

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