We want to streamline our clients’ approach to the Trust world. That means giving them the best support and advisory service available, it means cutting out the complex and tedious step of dealing with banks, and it means understanding each individual client’s needs as comprehensively as possible. 

We’re authorised and regulated by the Financial Conduct Authority to provide independent financial advice, and we work with individuals, families, Trustees, businesses, and charities throughout the UK. We have a proven history of tackling complex problems and providing thorough solutions.

Lisa Simpson

Lisa Simpson

Trustee Accounts Specialist

Lisa has over 20 years financial services experience and holds the Chartered Insurance Institute's Financial Planning Certificate and The Investment Management Certificate (IMC). As well as running our busy office Lisa also sits on the Simpson Financial Services Investment Committee.

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Edwina Hudson Dip PFS

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.

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Rob Simpson Dip PFS

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.

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Get in touch

At Simpson Financial Services, we put customer service front and center. If you have a question about our services, or are considering becoming a client, please feel free to make an enquiry using the form below:

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