Rob Simpson

Independent Financial Adviser specialising in personal financial planning and wealth management. Managing Director of Simpson Financial Services.

[HM Treasury @hmtreasury]

Today the Chancellor @Jeremy_Hunt set out his Autumn Statement to the @HouseofCommons.

Here’s what you need to know 👇

[Rob Simpson @RobSimpson_IFA]

We couldn't have said it better ourselves. 😁

[Rob Simpson @RobSimpson_IFA]

Wishing you all a brilliant #bankholiday weekend 💙

Our office is closed on Monday, so we'll catch you on Tuesday. 😁

[Rob Simpson @RobSimpson_IFA]

If you’re looking for an intelligent #investment strategy that works for you and your loved ones, look no further... https://t.co/8os7huAXYR 👈 👀

[Rob Simpson @RobSimpson_IFA]

Are you ready for the tax bill on your savings? 😬

There’s a chance that the way you’re saving isn’t working in your best interest - pun intended.

Find out how to minimise your interest tax bill and make the most of rising rates in our latest blog. 👉 https://t.co/06s0N9SwZc

[Rob Simpson @RobSimpson_IFA]

Have you calculated your #retirement fund? Get an indication of your #pension cost based on your age and how much you want to save with our quick and easy calculator. 👇
https://t.co/Sj9V7z6fVN

[Rob Simpson @RobSimpson_IFA]

Why are savings rates lower than the current interest rates? 🤔

The Bank of England’s Monetary Policy Report is here, and while it might sound like a cure for insomnia, it often includes valuable insights.

Do you know if you’re being short-changed? 👉 https://t.co/9TGOOIOmEJ

[Rob Simpson @RobSimpson_IFA]

We're pleased to announce that Milena recently passed her Financial Administrator Apprenticeship with an impressive distinction, adding another certificate to our wall. She's now joined our paraplanning team and is working towards her next qualification. 🤩

Congrats Milena! 💙

[Rob Simpson @RobSimpson_IFA]

Calling all #selfemployed: The 2023/24 #tax year might be longer than you think.

Moving from the accounting year system to a tax year one implies a catch-up exercise that theoretically results in more than 12 months’ profits being taxed... 👉 https://t.co/dEwmsascRp

[Rob Simpson @RobSimpson_IFA]

Happy Father's Day! Have you thought about how later life planning fits in to the 'dad' of it all? Check out our latest blog for some sandwich chat and a little #fathersday gift... 🎁 🥪 👉 https://t.co/7dNyvX92Mc

[Rob Simpson @RobSimpson_IFA]

Did you spot it? 👀 👀 👀

Our brand new super shiny website is HERE, fresh out of the web developer's office - and we're pretty excited about it. 🎉

Same brilliant team, same excellent client service, smart new look. Drop everything and check it out 👉 https://t.co/wfqkexDON8

[Rob Simpson @RobSimpson_IFA]

Is the maximum protection for #bankdeposits overdue for an increase?

Find out more 👇
https://t.co/ClLJwfcNG0

#FSCS

[Rob Simpson @RobSimpson_IFA]

We’re always on the lookout for talented individuals to join our friendly team. If you’re interested in working with us, just get in touch! 👋

[Rob Simpson @RobSimpson_IFA]

Our #financialplanning process uses industry-leading technology to answer your biggest question: ‘What if?’

We map out the effect that different decisions or unforeseen events might have on your financial future so you can make informed choices. It's pretty cool. 😎

[Rob Simpson @RobSimpson_IFA]

Blue sky vibes in #Leamington today and the whole team here is loving it. Ice creams at the ready... 🍦 ☀️

[Rob Simpson @RobSimpson_IFA]

Thanks Peter! Great way to start the week. 💙 🤩

#wealthmanagement #investing

[Rob Simpson @RobSimpson_IFA]

We’ll consider a range of factors when recommending an #investmentplatform to you, including:

◾ Funds and investment managers
◾ Tax structures
◾ Administrative efficiency
◾ Fees charged and collection method
◾ Financial strength of the platform provider

[Rob Simpson @RobSimpson_IFA]

Your initial meeting with us is free of charge. 😃

We just want to get to know you and your goals to check we’re the right fit. During this meeting, we’ll discuss the level of service that would benefit you the most, and the costs involved.

Let's chat 📞 0800 6342 111

[Rob Simpson @RobSimpson_IFA]

A big thank you to Jane for sharing this lovely feedback with us today. 💙

[Rob Simpson @RobSimpson_IFA]

A deposit-free #mortgage specifically aimed at people currently #renting has been launched by a UK building society. 👇 https://t.co/nICpXfueQH