Need some advice? Call us today on 01484 534431 ABOUT FOR BUSINESS FOR INDIVIDUALS NEWS CASE STUDIES CONTACT CLIENT LOGIN Life Assurance and Critical Illness Cover There is a wide range of contracts providing life assurance and critical illness cover, making selection of the right arrangements somewhat difficult. We are experienced at tailor making the right package for you and by using technology, have access to the most competitive rates in the market. Please contact us to discuss your personal requirements so that we can examine which solution would be best for you. Need Some Advice? Looking for some help with Financial Services? Call Shaun today on 01484 534431 or fill in our enquiry form below, and we'll call you back More from Independent Financial Advice We set up Simpson Wood (Financial Services) Limited to enhance the service we can provide to our clients. Our independent status means that we have access to virtually all financial products in the market place. Close liaison with our tax department ensures that planning opportunities are maximised and coupled with the traditional values of the practice this puts us in the ideal position to provide the service and advice you deserve. Retirement Planning The Advice Process Investment Proposition While always highly professional, Simpson Wood achieves a very personal service, which I have very much appreciated. The company has continued to modernise without losing any of the ethos of its traditions. Simpson Wood successfully continues to offer first-class services in all respects. Over the years I have used all the services provided, so I speak with some authority when I say that these have always been excellent. The team is approachable and only ever a phone call away, which is so important. I know that Simpson Wood is working with us, as well as for us. I have no hesitation in recommending Simpson Wood to anyone who needs an accountancy service. Sara Battye Director View Full Case Study Our Financial Services Team Shaun Wood Managing Director (Financial Services) Email Shaun Follow @SimpsonWoodFS Connect with Shaun Alexandra Varley Trainee Paraplanner Email Alexandra George Smith Independent Financial Adviser Email George Joe Fielding Trainee Paraplanner Email Joe Luke Feve Trainee Paraplanner Email Luke Richard McCarthy Independent Financial Adviser Email Richard Connect with Richard Shabab Gulfraz Chartered Financial Planner Email Shabab Sian Wood Compliance Manager Email Sian Thomas Johnson Independent Financial Adviser Email Thomas Other For Individuals Services Tax and Estate Planning Will Writing and Estate Administration Trusts Fee Protection Income Tax Returns Tax Planning Lasting Power of Attorney Latest Financial Services Updates Pensions experts say a minimum of £10,900 a year needed to retire A single person will need post-tax annual income of £10,900 for a minimum standard of living in retirement, according to the Pensions and Lifetime Savings Association (PLSA). The mini... 11th November 2021 | Blog Posts Autumn Budget Summary The not-quite post-pandemic Budget The central theme of Chancellor Rishi Sunak’s Autumn Budget was greater investment in UK PLC as part of the government’s long term economic plans... 28th October 2021 | Blog Posts Autumn Budget 2021 Headlines Today the Chancellor Rishi Sunak gave his second budget of the year. In advance of our detailed budget guidance tomorrow here are the headlines from his speech: An end to public sec... 27th October 2021 | Blog Posts View All News Updates Latest from @SimpsonWoodCA on Twitter Today is the last day when Corporation Tax Returns can be filed by companies with 30th November 2020 as year end.… twitter.com/i/web/status/14656… Follow @SimpsonWoodCA on Twitter >> Services for Businesses Find Out More Services for Individuals Find Out More ABOUT FOR BUSINESS FOR INDIVIDUALS NEWS CASE STUDIES CONTACT CLIENT LOGIN Quick Enquiry Enter your details below to request a call back Enquiry Audit & Accountancy Tax & Estate Planning Business Advice & Support Payroll Wills Corporate Finance Independent Financial Advice Follow us on Facebook Follow us on Twitter Connect with us on LinkedIn Find out how to get in touch Sitemap Standard Terms of Business Terms & Conditions Privacy Policy Legal Information 2021 © Copyright Simpson Wood Our site uses cookies. By continuing to use our site you are agreeing to our cookies policy. ACCEPT AND CLOSE