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.

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! 🏆

We’re officially into single figures… Team Splash 'n' Cash races next Saturday! 👀The paddles are ready, the team is (hop...
11/09/2026

We’re officially into single figures… Team Splash 'n' Cash races next Saturday! 👀

The paddles are ready, the team is (hopefully) ready, and the competitive spirit is definitely starting to show 😂

We’re taking on the Dragon Boat Race at St Nicholas Park to raise money for Myton Hospices and Birmingham Children’s Hospital 💙

There’s still time to get behind the team and help us raise as much as we can for two brilliant causes.

🔗 Donate here: https://bit.ly/4h6XghW

Thank you in advance!

Thank you for your feedback 💙
10/09/2026

Thank you for your feedback 💙

👏 Well done to Adele!We're delighted to share that Adele, our Operations Director, has successfully passed her CII R01: ...
08/09/2026

👏 Well done to Adele!

We're delighted to share that Adele, our Operations Director, has successfully passed her CII R01: Financial Services, Regulation and Ethics exam.

This is a fantastic achievement, congratulations 🎊

Just 2 weeks to go! 🚣‍♀️💦The countdown is officially on… in just two weeks, Team Splash 'n' Cash will be taking to the w...
04/09/2026

Just 2 weeks to go! 🚣‍♀️💦

The countdown is officially on… in just two weeks, Team Splash 'n' Cash will be taking to the water for the 2026 Dragon Boat Race 🐉

We’re now over halfway to our fundraising target 🎉

We’re raising money for two incredible local charities, Myton Hospices and Birmingham Children’s Hospital, and every single donation makes a difference.

🔗 Donate here: https://bit.ly/4h6XghW

And of course… we’ll be attempting to stay IN the boat this year 😂👀

📍 St Nicholas Park
📅 Saturday 19th September
⏰ From 10am

Come along, cheer us on and watch us battle it out on the water!

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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