Simpson Financial Services Limited

Simpson Financial Services Limited Reach your goals with financial planning, property finance & mortgage advice, and wealth management. There is no charge for the initial consultation

Simpson Financial Services was established in January 2004 and is a privately owned firm of independent financial advisors. Based in Leamington Spa, Warwickshire, Our team of specialised advisers now work closely with individuals and businesses across the UK. We advise on all aspects of personal and business finance and take the view that, while it is possible to deal with individual financial mat

ters, it is more beneficial to treat your finances as an inter-related whole. Our solutions, like your financial circumstances, are unique. To arrange an initial meeting please call us on 0800 6342 111 for a no obligation chat with the people friendly professionals.

A huge congratulations to Ashlea, Financial Administrator, on successfully passing her LP2 (Financial Services Products ...
02/09/2026

A huge congratulations to Ashlea, Financial Administrator, on successfully passing her LP2 (Financial Services Products and Solutions) exam and earning her Certificate in Financial Services.

A fantastic achievement, well done! 🎊 💙

Wishing you all a lovely August bank holiday weekend! 🌞Our offices will be closed from 5.30pm today and will re-open on ...
28/08/2026

Wishing you all a lovely August bank holiday weekend! 🌞

Our offices will be closed from 5.30pm today and will re-open on Tuesday 1st September at 9am.

🐉 It’s that time of year again… 🚣‍♀️The countdown is officially on. In just 6 weeks, Team Splash 'n' Cash will be taking...
10/08/2026

🐉 It’s that time of year again… 🚣‍♀️

The countdown is officially on. In just 6 weeks, Team Splash 'n' Cash will be taking on the 2026 Dragon Boat Race hosted by the Rotary Club of Warwick Avon.

We’re getting ready to battle it out on the water, but more importantly, we’re raising money for two fantastic charities: The Myton Hospices and Birmingham Children's Hospital and Charity.

We’d love your support. Every donation, big or small, will help us make a difference and get us one step closer to our fundraising goal.

🔗 Donate: https://bit.ly/4wthffy

Let’s hope this year involves less falling in the river… 👀😂

And if you fancy coming along to cheer us on (or laugh at us), we’ll be at St Nicholas Park from 10am on Saturday 19th September. Feel free to get in touch if you have any questions about how to find us!

Thank you for your support in advance 💙

We promise we'll stop talking about awards eventually... but not today 🏆We're delighted to have been shortlisted for Fin...
31/07/2026

We promise we'll stop talking about awards eventually... but not today 🏆

We're delighted to have been shortlisted for Financial Adviser of the Year (Small to Medium Firm) at the MoneyAge Awards 2026.

It's fantastic recognition for the whole team and the work we do to support our clients every day.

Congratulations to all those shortlisted, and thank you to our clients for their continued trust and support.

Check out the full shortlist here 👉 https://bit.ly/4vYCbui

17/07/2026

It's a lifestyle, not just a sport 😅

Some celebrated with wine… others celebrated with wooden spoons 😂A huge congratulations to our bowls champions who took ...
17/07/2026

Some celebrated with wine… others celebrated with wooden spoons 😂

A huge congratulations to our bowls champions who took home the winners’ prize, and a special shoutout to our wooden spoon winners for embracing the competition in true sporting spirit! 👏

17/07/2026

Bowls, sunshine, a little bit of friendly competition… and a brilliant cause 💙🎳

Our annual Charity Bowls Event was a huge success, with our best turnout yet!

We’re thrilled to have raised an amazing £900 for Helping Hands Community Project 🙌 Thank you to everyone who came along, got involved and helped make a lovely afternoon.

A huge thank you to Avenue Bowls Club for hosting us, and to Rustic Food for catering... the food went down a treat as always! 🍽️👏

Same time next year? 👀🎳

17/07/2026

Go Chris, go... wowww, look at him go! 😂👏

17/07/2026

🎳 Warming up... because charity bowls is serious business 😅

Address

23a Cross Street
Leamington Spa
CV324PX

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+448006342111

Website

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