Managing Director (Financial Services)
As with the Investment Proposition, our advice in suitably preparing you for your retirement will be unique and bespoke to you. However, the process for each client is generally the same and can be broken down into 5 key stages:
If you would like to discuss planning for your retirement, please contact us.
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.
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