Simpson Wood Limited

I strongly recommend having a chat with Simpson Wood about managing your finances. We are enjoying a better retirement than expected due to their successful handling of our pensions and investments.

Excellent, first class service and advice always given. Simpson Wood have managed my retirement pension for around 8 years now and throughout that time I have been more than impressed with their professionalism, attention to detail and overall sound advice in dealing with what is an extremely complex area of Financial Planning. I worked in the Financial Services sector myself for 42 years up until my retirement. In my professional opinion Shaun Wood and his team are second to none and I wouldn't hesitate for one moment to recommend them to act as your Independent Financial Advisor.

Normally deal with Shabab who is excellent and Shabab advised me if I was happy then I would be passed to Davis (as Shabab has been promoted). Today I had a call with Davis and thought he was excellent. Very personable, knowledgeable, professional and a pleasure to deal with. I was very pleased with the service I received today. And my money is growing well due to their advice and service. Highly recommend. Thanks Lisa

I have been with Simpson Wood for many years now and i wouldn't hesitate to recommend their services. Everybody has different needs, circumstances and objectives and i can vouch that they are able to tailor their services accordingly. They have experts in many areas all under one roof, so they are so easy to deal with. They don't just talk the talk, they walk it! I consider myself quite financially savvy, but there are so many minefields and potential pitfalls to navigate in financial terms. I therefore decided to let the team at Simpson Wood manage my affairs and now i just enjoy my early retirement.......

All sales bluff and no follow through. No professional integrity. Time wasters. Presumably due to being disorganized and under resourced or maybe just plain lazy who knows. But would go elsewhere if you care about working with people who actually do what they say they are going to do. I had initial sales meeting where they put on 3 people and took up 1.5 hours. At the end the next steps were agreed I would send my accounts data to one of the people there and he would get back to me about next steps. I sent the info the same day. It was downloaded the day after and then I was simply ignored. I did follow up and got no acknowledgement or next steps. I then even emailed the managing director who chaired the original meeting to inform him of the lack of follow up, and again was completely ignored. This is not a company with professional integrity.