Simpson Financial Services Ltd

Name: Simpson Financial Services Ltd
Address: 23A Cross Street, Leamington Spa, Warwickshire, CV32 4PX, GB
Telephone: 0800 634 2111
Price range: $$
Rating: 5

aka Trustee Accounts, Pensions & Divorce, Paying For A Care Home, Mortgage Capacity Assessments, Simpson Financial Services Ltd

Authorised FRN 472031 5.0 (33)

About

Simpson Financial Services are independent financial advisers and independent mortgage brokers based in the UK. Regulated by the Financial Conduct Authority

Source: simpsonfs.co.uk

Contact & Location

Address

23a Cross St, Royal Leamington Spa, Leamington Spa CV32 4PX, UK

More advisers in Warwick

Phone

0800 634 2111

Website

simpsonfs.co.uk

View on Google Maps

Opening Hours

Monday9:00 AM – 5:30 PM

Tuesday9:00 AM – 5:30 PM

Wednesday9:00 AM – 5:30 PM

Thursday9:00 AM – 5:30 PM

Friday9:00 AM – 5:30 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 472031
Status: Authorised
Date Authorised: 2 January 2008
Years Authorised: 18 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (17)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 04830621
Company Status: Active
Incorporation Date: 11 July 2003
Directors: 3
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 December 2025
SIC Codes: 64999

Team (13)

Adele Tiff
Approved
Natasha Danielle Palmer
ApprovedCertified
Robert William James Simpson
ApprovedCertified
Hannah Louise Stanley
Certified
Christopher Le Marquand
Certified
Alexander James
Certified
Michael John Hinett
Certified
Christian Paul Wilson
Certified
Edwina Elizabeth Hudson
No longer required
Malcolm Clarke
No longer required
Kamal Mattu
Certified
Simon David Forsdick
No longer required
Callum Ogden
Certified

Google Reviews

5.0

33 reviews on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Leamington Spa, West Midlands
18 years FCA-authorised
16 registered individuals
5 specialisms
17 FCA permissions
CH 04830621

Interested?

Request a no-obligation introduction.

Is this your firm?

Claim this profile to add your bio, photo, and fee information.

Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.