Simpson Financial Services Limited

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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 matters, 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.

Yesterday afternoon, Luke, Paraplanner, and Zoe, Marketing Executive, were delighted to attend the Personal Finance Soci...
23/10/2026

Yesterday afternoon, Luke, Paraplanner, and Zoe, Marketing Executive, were delighted to attend the Personal Finance Society Awards 2026 in London 🏆

It was a lovely afternoon and a great opportunity to step away from the office, connect with others from across the profession and celebrate the achievements of so many talented individuals and teams within the industry.

A huge congratulations to all of this year’s winners and finalists! 🎊

Pink isn’t a colour you’ll often see around our office, but this week we made an exception for a great cause... Breast C...
23/10/2026

Pink isn’t a colour you’ll often see around our office, but this week we made an exception for a great cause... Breast Cancer Now 's Day 🎀

Yesterday we enjoyed a brilliant afternoon filled with sweet treats and some healthy competition during our pink quiz!

Thank you to everyone who took part, baked, donated and wore pink 💗

📅 How often should I review my financial plan?Life changes, and your financial plan should change with it.Whether you've...
21/10/2026

📅 How often should I review my financial plan?

Life changes, and your financial plan should change with it.

Whether you've changed jobs, received an inheritance, started planning for retirement or simply haven't reviewed your finances in a while, regular check-ins can help ensure you're still on track towards your goals.

In our latest blog, we explore why reviews matter, what they should cover and the key life events that may trigger one.

📖 Read the blog: https://bit.ly/4iajNtL

Paraplanner Apprentice of the Year! 🎊 Last Friday, Luke, Paraplanner, and Zoe, Marketing Executive, headed down to Londo...
19/10/2026

Paraplanner Apprentice of the Year! 🎊

Last Friday, Luke, Paraplanner, and Zoe, Marketing Executive, headed down to London for the CII & PFS Apprenticeship and Education Awards, and what a lovely day it was.

We’re incredibly proud to share that Luke was named Paraplanner Apprentice of the Year! 👏

A fantastic achievement and thoroughly deserved recognition of all the hard work, dedication and commitment Luke has shown throughout his apprenticeship and his career so far.

A huge congratulations to Luke and to all the other winners and finalists. It was a lovely day celebrating some fantastic achievements across the profession.

Today we say goodbye and good luck to Ashlea as she moves on to her next chapter.Since joining the team as a Financial A...
07/10/2026

Today we say goodbye and good luck to Ashlea as she moves on to her next chapter.

Since joining the team as a Financial Administrator, Ashlea has been a valued member of the business, always willing to help, support her colleagues and go the extra mile for our clients.

Thank you for all your hard work, Ashlea. We wish you every success, happiness and good luck for the future 💙

From all of us at SFS, you'll be greatly missed ⭐

Thank you for your lovely feedback 💙Thinking about your financial future? We’d love to help. Get in touch with our team ...
24/09/2026

Thank you for your lovely feedback 💙

Thinking about your financial future? We’d love to help. Get in touch with our team 👋

A few more snaps from a brilliant day at the Warwick Dragon Boat Race 🐉🛶Such a good day with the team! 🙌🏻
22/09/2026

A few more snaps from a brilliant day at the Warwick Dragon Boat Race 🐉🛶

Such a good day with the team! 🙌🏻

21/09/2026

A bunch of us jumped into a boat and rowed down the river for charity.

What a brilliant day at the Warwick Dragon Boat Race! 🙌🏻

Together, we raised an incredible £1,155 for Myton Hospices & Birmingham Children’s Hospital 💙

WE DID IT! 🐉 🛶What a brilliant day at the Warwick Dragon Boat Race 🙌🏻We might not have quite made it onto the podium thi...
21/09/2026

WE DID IT! 🐉 🛶

What a brilliant day at the Warwick Dragon Boat Race 🙌🏻

We might not have quite made it onto the podium this year, but no one fell in the river… so we’re calling that a win 😂

A massive thank you to everyone who joined us, got stuck in and helped make the day such a success.

Together, we’ve raised an amazing £1,155 for The Myton Hospices and Birmingham Children's Hospital and Charity.

Same time next year? 👀

A brilliant day at the Verve Awards last week for Rob and Adele! 👏We were incredibly proud to be shortlisted for the Bes...
15/09/2026

A brilliant day at the Verve Awards last week for Rob and Adele! 👏

We were incredibly proud to be shortlisted for the Best Client Outcomes award, highlighting the work we do to support our clients every day.

Although we didn't come away with the win, it was fantastic to celebrate alongside so many talented professionals and businesses from across the industry. Congratulations to all the winners and finalists on your well-deserved success! 🏆

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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