SIMPSON FINANCIAL SERVICES

4.9/5 (72)
NameSIMPSON FINANCIAL SERVICES
AddressThe Techno Centre, Puma Way, Coventry CV1 2TT
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Phone 08006342111  
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SpecialityWealth Management Strategy, Estate, Retirement and Financial Planning, School Fees, Savings and Investments Planning, Annuity, Equity Release, Income and Corporate Protection, Pension Schemes, Will, Key person Assurance, Critical Illness, Mortgage Advice & Commercial Finance
AboutSimpson Financial Services aims to provide you with the highest standard of financial advice. Rob Simpson is the managing director and independent financial adviser of Simpson Financial Services. He has over 25 years of financial services experience and holds the Diploma in Financial Planning Chartered Insurance Institute's and G60 Pensions qualification. Natasha Palmer is the director and mortgage capacity assessment specialist of the firm. She has over ten years of financial services experience and holds the Chartered Insurance Institute's Certificate in Financial Administration and Certificate in Mortgage Advice. You can arrange a meeting with one of their financial planning, and they have a broad knowledge of personal finance matters. Each IFA has specialised knowledge in areas such as retirement and pension planning with a free initial consultation. Simpson Financial Services has an office at 23a Cross Street, Leamington Spa, Warks, CV32 4PX.
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