Managing Director (Financial Services)
We pride ourselves on providing bespoke advice aimed at meeting your specific needs, objectives and attitude to investment risk, thus each individual portfolio will be unique to you. What is not unique however is the process. Each and every portfolio goes through the same construction process.
As the industry has evolved, many IFA firms delegate the management of the underlying investment portfolios to external firms. We have taken the decision not to follow this route due to the extra charges which are usually passed onto the client. Instead, we utilise the expertise of professional investment analysts to assist and advise our own investment committee on a quarterly basis. The research they provide and input they have on our overall asset allocations and fund selections is pivotal to both the creation of new portfolios and our ongoing review process. This approach to portfolio management allows us to offer a robust and pro-active service, whilst avoiding additional fees payable by the client, as we meet the cost of the external advisers.
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
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.
DirectorView Full Case Study