Fundamental to the way we work is the recognition that no two clients are the same and consequently, all advice must be bespoke.

However, the way in which we arrive at the advice follows a tried and tested process:

  • We establish a full understanding of your current situation and crucially, your plans for the future. This will include assessing your attitude to investment risk
  • We consider and prioritise your requirements for protection (life assurance, critical illness & Disability concerns), savings and investments & retirement planning.
  • We devise a plan to help you achieve your goals.
  • We select any types of products that are required for you to achieve your goals, paying close attention to the treatment of the products to maximise efficiency.
  • We research and review the market to select the most appropriate products and investments for your circumstances and requirements
  • We present our recommendations to you in clear terms, explaining the benefits and the costs in clear, understandable language
  • We review the recommendations with you and once we have your agreement, we implement the arrangements on your behalf.
  • We review and monitor your arrangements and circumstances into the future, recommending alternatives as necessary, to ensure that the overall financial plan continues to be in line with your requirements

If you would like to discuss your personal requirements, please contact us.

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    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.

    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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