As authorised and regulated Independent Financial Adviser’s, we provide holistic planning advice to both individuals and companies. As holistic planners we advise on both company and personal pensions, a whole suite of investment vehicles depending on the clients’ specific position and objectives. In order to maximise the tax efficiency of our planning, quite often the specific investment vehicle will be selected due to the taxation within the vehicle. Whether within an investment or pension wrapper, our advisers will invest the proceeds within a bespoke portfolio aimed at meeting your specific objectives. The process undertaken to create and then review our portfolios is what differentiates Simpson Wood from our peers, in both the advisory and discretionary market. In addition to advising on both pensions and investments, we also advise individuals and companies on their protection arrangements. The majority of our protection advice is to business owners, in the form of both individual life/critical illness cover, but also shareholder/partnership protection with specific cross-option agreements utilised as necessary. Beyond this, we also advise on suitable policies to cover workforce’s in the form of group medical, life or income protection Insurance.
