Simpson Financial Planning Limited is a firm of Financial Planning Advisers, based in the Thames Valley but with clients nation-wide, particularly across the South East. The company provides a personal and comprehensive financial planning service to corporate and individual clients, as well as Trusts and Charities. Henry Simpson, whose roots in financial planning were with a major insurance company in the 1990s, established the company in 2000.
Simpson Financial Planning Limited deals with a wide range of Financial Planning issues. Owned by the Director, we are free to offer impartial advice to our personal and corporate clients. We are committed to Continuous Professional Development for all staff to ensure the highest standards in technical advice are maintained.
Most of our clients are referred either by existing clients or by other professionals such as solicitors and accountants seeking a wider range of services than they can normally provide. With permission, we will be pleased to refer prospective clients to existing clients for an impartial opinion of our services.