Simpson Wood (Financial Services) Limited

Independent Financial Adviser  Bank Chambers, Huddersfield, HD1 2EW
First meeting at adviser's own cost
As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice. It is our firm belief in providing all clients with bespoke advice; therefore, advice is unique to each client.
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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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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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Corporate pension
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Employee benefits
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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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Stockbroking services
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Sharia finance
Response rating
10/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Mr Shabab Gulfraz
Chartered Financial Planner

This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Mr Richard McCarthy
Independent Financial Adviser

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

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

Mr Shaun Wood
Managing Director

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

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Mr George Smith
Independent Financial Adviser
Mr Thomas Johnson
Independent Financial Adviser
About us

Simpson Wood have been in Huddersfield, advising both individuals and companies since 1880.

In order to service the Simpson Wood client base further, Simpson Wood Financial Services Ltd was created and authorised to provide independent financial advice in 2003.

Since inception in 2003, our firm in Huddersfield has gone from strength to strength. We have five Independent Financial Advisers supported by a team of Paraplanners, in house Compliance support and our own unique investment proposition.

Being a part of Simpson Wood provides both clients and staff the peace of mind that a broad range of knowledge and expertise is available, and will be utilised at every stage possible. Each adviser at Simpson Wood also understands the great responsibility we have to continue providing the integral advice clients have been receiving from Simpson Wood for 140 years.

Our services

Our advisers advise clients in all areas of private and corporate financial planning.

Our primary function is to provide you with the most suitable advice to meet your financial objectives. We do this by investing time and effort at outset to get to know you, your circumstances and what you are looking to achieve.

What we do best, is to then go a step further and explain how your policies and differing investment vehicles work. This investment of time assisting you to understand what you already have, allows us to ascertain more detailed objectives and provide more effective financial planning advice.

Through a means of forecasting, simulation, regular reviews and our unique investment-focused proposition, we are able to implement a plan to meet your objectives.

Where to find us
Head office address: Bank Chambers, Huddersfield, HD1 2EW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 14th June 2021

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