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.

Congratulations to Ashlea πŸ‘Ashlea, Financial Administrator, has successfully passed her Chartered Insurance Institute R0...
16/06/2026

Congratulations to Ashlea πŸ‘

Ashlea, Financial Administrator, has successfully passed her Chartered Insurance Institute R01 (Financial Services, Regulation and Ethics) exam.

A fantastic achievement, well done! 🎊

πŸ“£ Introducing Charity Investment ManagementWe’re proud to launch our latest sub-brand.After more than 20 years working a...
11/06/2026

πŸ“£ Introducing Charity Investment Management

We’re proud to launch our latest sub-brand.

After more than 20 years working alongside charities, we’ve seen first-hand the challenges trustees face in managing funds while meeting Charity Commission expectations. From that experience, we recognised a clear gap... a need for a service designed not just around investments, but around the full weight of trustee responsibility.

Managing charitable funds isn’t just about performance. It’s about governance, accountability, and making decisions that can withstand scrutiny while still delivering long-term impact.

Charity Investment Management has been built to bring clarity and confidence to that responsibility, supporting trustees with reserves, investments and policy decisions every step of the way.

Because when decisions are clear, charities can focus on what matters most πŸ’™

Check out our shiny new website πŸ‘‡
https://www.charityinvestmentmanagement.co.uk/

Part of the Simpson Financial Services group.

Yesterday our Operations Director, Adele Stephen, and Administrator, Oliver Francis, attended the Intelliflo Innovate Ev...
10/06/2026

Yesterday our Operations Director, Adele Stephen, and Administrator, Oliver Francis, attended the Intelliflo Innovate Event in London, gaining valuable insights into the rapidly evolving world of AI.

The event explored the latest developments in AI, upcoming innovations, and practical ways technology can be used to enhance efficiency and improve client experiences within financial services.

A fantastic day of learning with the added bonus of a stunning view of St Paul's Cathedral! πŸ‡¬πŸ‡§

Thank you πŸ’™
05/06/2026

Thank you πŸ’™

Happy   to you all ❀️ 🧑 πŸ’› πŸ’š πŸ’™ πŸ’œ
03/06/2026

Happy to you all ❀️ 🧑 πŸ’› πŸ’š πŸ’™ πŸ’œ

29/05/2026

Until tomorrow πŸ₯²

Happy bank holiday weekend everyone... again! πŸ˜† Please note our office will be closed from 5:30pm today and will reopen ...
22/05/2026

Happy bank holiday weekend everyone... again! πŸ˜†

Please note our office will be closed from 5:30pm today and will reopen on Tuesday 26th May at 9:00am.

We hope you enjoy the long weekend and make the most of the sunshine β˜€οΈ

We're delighted to share that Simpson Financial Services has been shortlisted for the Midlands Enterprise Awards 2026, h...
22/05/2026

We're delighted to share that Simpson Financial Services has been shortlisted for the Midlands Enterprise Awards 2026, hosted by SME News! πŸŽ‰

If we’ve made an impact, leave a comment to help showcase our value πŸ’¬

Learn more πŸ‘‰ https://bit.ly/4dYMoRK

Thank you for your lovely feedback πŸ’™
19/05/2026

Thank you for your lovely feedback πŸ’™

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

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