Building a better way to deliver financial advice
When Simpson Financial Services opened its doors in 2004, the goal was simple: provide the highest standard of client care, without making people feel overwhelmed or talked down to. More than twenty years on, that principle still guides everything we do, from how we advise clients, to how we build our team, to how we invest in the future of the profession.
Our award wins recognise not just business growth or innovation, but a consistent way of working: listening carefully, adapting thoughtfully, and making financial advice easier to understand and easier to access.
What we've achieved and why it matters
Over the past few years, the financial landscape has become harder to navigate. Market volatility, regulatory change, new technology and rising complexity have all increased the pressure on clients and advisers alike.
We’ve met those challenges by evolving how we deliver advice.
We introduced flexible ongoing service levels to bridge the advice gap, supporting clients earlier in their financial journey while remaining sustainable as a business. We expanded our investment proposition to include discretionary fund management, giving clients choice and enabling more agile decision‑making in changing markets.
Alongside this, we’ve doubled down on education; rewriting our website in plain English, creating guides, videos and free events, and communicating more regularly and more clearly when markets are unsettled. The aim is always the same: help clients understand what’s happening, why it matters, and what they should (and shouldn’t) do next.
These improvements haven’t happened in isolation. They’re the result of a culture that encourages ideas, invests in people, and measures success by outcomes, not noise.
Growing our own talent and raising the bar
One of the achievements we’re proudest of is our apprenticeship programme, which has become the backbone of the firm.
We invested in apprenticeships early, not as a box‑ticking exercise, but because we wanted to build a team that truly reflects our values: integrity, care, dedication and collaboration. That means recruiting for attitude and potential, not background or polish, and giving people the time, support and trust to grow.
Today, the majority of our team are or have been apprentices. Several have progressed from entry‑level roles into senior positions, including director and adviser roles. Exam results are consistently strong, staff retention is exceptionally high, and the positive impact shows up daily in the quality of advice our clients receive.
External recognition - including multiple Young Achiever and Apprentice of the Year awards, and the President’s Trophy for developing young professionals - reflects what we see internally: when people feel supported and valued, they do their best work.
Our vision for the future
Our vision is not to become the biggest firm, or the flashiest.
It’s to continue being a place where clients feel calmer and clearer after every conversation, where advice adapts as lives change, and where talented people can build long, fulfilling careers in financial services, regardless of where they start.
We’ll keep investing in technology where it genuinely improves outcomes. We’ll keep widening access to advice without lowering standards. And we’ll keep choosing thoughtful advice over unnecessary complexity, every time.
Winning these awards matters because they validate that approach. But the real measure of success remains the same as it was in 2004: doing right by our clients, and building something that lasts.