About Our firm

Simpson Financial Limited is a firm of Investment and Financial Planning Advisers, based in the Thames Valley but with clients nation-wide, especially across the South East. The company provides a personal and comprehensive investment and 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 full range of Investment and Financial Planning issues. Owned by the Director, we are free to offer impartial, independent 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.

Henry Simpson is the Director and established SFP Limited in 2000 after 13 years experience in Financial Services both with a major life office and since 1998 as an Independent Financial Adviser. His role in the company is Director, and he is responsible for marketing, professional connections and new business development. Henry has a wealth of experience and breadth of knowledge across the spectrum of financial advice.

“I thoroughly enjoy the relationships I have developed with corporate and personal clients. I relish the opportunity to help them become financially prepared for the various and numerous stages of their lives. I gain huge satisfaction from the fact that I can offer existing and potential clients a complete impartial and personal service.”