Founded in 2004, Simpsons Wealth Management is an independent firm of Chartered Financial Planners based in Bath, UK. The company provides a comprehensive financial planning service for individuals, families, and businesses, focusing on building long-term client relationships. Their core mission is to offer friendly, easy-to-understand, and personalized advice across areas such as investment management, retirement planning, pensions, inheritance tax, and financial protection. As an independent firm, they are not tied to any single provider, allowing them to offer advice from the entire market.

Founded in

United Kingdom