Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
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Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
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Simpson Financial Services Ltd Address: 1st Floor, 133-135 New Union Street, Coventry, CV1 2NT Telephone: 02476 251100 Fax: 02476 251133 E-mail: rob@simpsonfs.co.uk  Visit our Web
Site: www.simpsonfs.co.ukContact: Rob Simpson dip PFS, Managing Director Company Description Simpson Financial Services Limited was set up in January 2004. The company is authorised to give independent financial advice by the Financial Services Authority. Rob Simpson has worked and advised in the financial services industry since 1989 with companies such as Commercial Union, Abbey National, Scottish Equitable and Friends Provident. During the last seven years he has been an IFA, has achieved the Chartered Insurance Institute’s Advanced Financial Planning Certificate (AFPC) qualification, is a member of IFA promotion and registered with The Personal Finance Society. The objective of the company is to provide technically sound personal financial planning advice to UK residents and corporate financial planning to UK based companies and partnerships. This follows a thorough understanding of the client’s current circumstances, existing financial needs and future financial aspirations. What we do The primary service to clients of Simpson Financial Services is the advice given. The advice will be technically sound and based on a thorough understanding of client’s circumstances. If part of the advice leads to the sale of a financial product(s), then our secondary service will be to recommend the most appropriate scheme(s). Then, all advice and recommendations are confirmed to the client in writing. As a valued client we will then review your circumstances on a basis that you consider is appropriate. In addition, clients will have the use of online services at www.simpsonfs.co.uk and receive an annual news letter. Finally, we will inform clients of any changes to the market place which are appropriate to their circumstances. Personal Financial Planning Wealth Management – Investment advice on personal portfolios of PEP, ISA, Bonds, Unit Trusts, Investment Trusts, Pension Funds, growth or income, regular savings, offsetting assets and liabilities and selecting the appropriate levels of risk. Tax Planning – The mitigation of Inheritance Tax, Income Tax, Capital Gains Tax. Advice is given on maximising all of your available tax reliefs, exemptions and Trust options available. Personal Insurance – Advice given on the protection of your financial stability in the event of an unexpected change in your personal circumstances using life assurance, critical illness cover, income protection, medical insurance. Commercial property and residential property mortgage advice. General Insurance – Accident Sickness and Unemployment, Buildings and Contents, Home Buyers Protection, Travel, Motor, Caravan and Pet. Corporate Financial Planning Employee Benefits - Cost and effectiveness of current schemes, Staff Pension Schemes, Death In Service, Private Medical Insurance, Critical Illness, Income Replacement Sick Pay and Flexible Benefit Schemes. Directors/Partners Benefits – Executive Pension Plans, Small Self Administered Schemes (SSAS), Self Invested Personal Pension, Partnership Protection, Double Option Agreements, Keyperson Insurance Commercial Insurance – Public Liability, Office, Office at Home, Shop and Commercial Property How we are paid The first appointment with any new client will be free of charge. Thereafter, advice will be charged on either fees, commission or a combination of fees and commission. Our current hourly rate is £110.00. Simpson Financial Services Limited is an appointed representative of Sesame Limited which is authorised and regulated by the Financial Services Authority |
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