Simpsons is an independently owned financial planning business established by Robert Corbett in 1990. We specialise in the provision of comprehensive financial advice for individuals, business owners and Trustees predominately located in Sussex and the South East.
Our longstanding team of advisers and support staff are dedicated to making a difference to our client's wealth management. We deliver integrated advice and build trusted relationships with our clients, their families and professional advisers.
Utilising a range of innovative financial planning tools we create a bespoke strategy designed to achieve your individual financial objectives.
As a client of Simpsons Wealth Management, you will receive high quality advice which should give you confidence and clarity towards achieving your financial goals. We believe that clients value our approach of long term, personal client relationships.
Our client engagement process is typically broken down into four key parts.
The first step is for us to get to know you, which means listening carefully to everything you tell us. We will take time to discover what's important to you, what your financial needs and aspirations are, now and in the future.
We will look at your current financial position and investments in relation to where you want to be in the future.
We will take the details of your current financial arrangements and using our expert analysis we produce a bespoke Strategic Financial Plan. Your tailored Strategic Financial Plan will focus on the bigger picture and will provide direction and meaning to your financial decisions, in a clear visual format.
By modelling a variety of scenarios, we are able to show you how different life events can have a significant impact on your ability to stay on track with your goals.
Once we have agreed your Strategic Financial Plan we will present you with our recommendations for action and answer any questions you may have.
If you decide to proceed with the recommendations made, we will guide you through any necessary paperwork and keep you up to date with the progress of any applications.
Creating a financial plan is just the first step and, as with all plans, it will need regular monitoring for you to be sure of success because over time your circumstances, legislation and investment objectives will change. We offer the Financial Sense service to ensure that your plans remain on track and our clients value this long term relationship with us.