Simpson Financial Services Ltd

Independent Financial Adviser  The Techno Centre, Coventry, West Midlands, CV1 2TT
First meeting at adviser's own cost
Providing financial advice to individuals, families and business owners since 2003. A friendly and professional approach to planning your future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MRS Edwina Hudson DipPFS
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Rob Simpson DipPFS
Managing Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Rob has looked after me as a client for almost 10 years, both from a personal and business perspective. He has provided a great service and goes the extra mile for his customers. I would not hesitate in recommending his services to any new client
Roger Stocker, Wetherby, UK.
I have know Rob since 1998 and have always held him in high regard as a Financial Planner. He has applied himself to achieve a high level of professionalism and understanding of pensions, investments and taxation. If I was looking for an adviser today I would not hesitate to contact Rob.
Iain Eadie, Birmingham, UK
I highly rate Rob for the most professional and courteous service I have had and continue to receive in both a business and personal context. It is a complete pleasure having dealings with him and I feel I can call on him for advice and even an informal chat any time.
Pauline O'Rourke, Coventry, UK.
About us

Simpson Financial Services is a privately owned firm of independent financial advisors with offices in Coventry and Leamington Spa. Established in 2003, we have steadily grown to become a leading firm of expert financial planners working closely with personal and business clients throughout the UK.

Our services

We can provide you with a full financial planning service or you may want too limit our advice to a current area of your financial planning. We specialise in personal financial planning areas such as tax planning, retirement, investments and protection. We have a dedicated adviser to the long term care and Trustee investment sectors. We also have expertise in mortgages, commercial lending and self invested pensions.

Where to find us
Head office address: The Techno Centre, Puma Way, Coventry, West Midlands, CV1 2TT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021

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