Our privately owned company was set up in July 2003 and is authorised and regulated by the Financial Conduct Authority (FCA) to provide Independent Financial Advice. The Company advises individuals, families, Trustees, businesses and charities throughout the UK.
Simpson Financial Services have had many years advising and helping Trustees with their responsibilities of investing, banking and financial management. If you are a Trustee and need our help or guidance, please contact us in confidence by filling in the form.
Rob Simpson Dip PFS
Managing Director and Independent Financial Adviser (IFA).
Rob has over 20 years' financial services experience, the last 12 of which have been as an IFA. He holds the Chartered Insurance Institute's Diploma in Financial Planning.
Edwina Hudson Dip PFS
Later Life Adviser
Edwina has over 10 years' experience as an Independent Financial Adviser. She holds the Chartered Insurance Institute's Diploma in Financial Planning and the Chartered Insurance Institute's Certificate in Mortgage Advice, Equity Release and Long-Term Care. Edwina is also an Associate Member of the Society of Later Life Advisers.
We work with the UK's leading banking institutions, examples of which are shown below.