About Simpson Wood (Financial Services) Limited

As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice.It is our firm belief in providing all clients with bespoke advice; therefore, advice is unique to each client.
Simpson Wood have been in Huddersfield, advising both individuals and companies since 1880. In order to service the Simpson Wood client base further, Simpson Wood Financial Services Ltd was created and authorised to provide independent financial advice in 2003. Since inception in 2003, our firm in Huddersfield has gone from strength to strength. We have five Independent Financial Advisers supported by a team of Paraplanners, in house Compliance support and our own unique investment proposition.Being a part of Simpson Wood provides both clients and staff the peace of mind that a broad range of knowledge and expertise is available, and will be utilised at every stage possible. Each adviser at Simpson Wood also understands the great responsibility we have to continue providing the integral advice clients have been receiving from Simpson Wood for 140 years.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Sharia finance

  • :
  • Stockbroking services

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