Financial Advisors

Simpson Kelly Associates Limited

Simpson Kelly Associates Limited is a financial services company based in Pontefract, England. They specialize in providing expert financial advice and guidance to their clients as trusted financial advisors.

Introduction to Simpson Kelly Associates Limited

Simpson Kelly Associates Limited is a financial services company based in Pontefract, England. The company has been providing expert financial advice for over 25 years. What makes this company unique is their personalized approach to financial advising. They believe in building long-term relationships with their clients and ensuring that each client receives customized financial advice based on their unique needs and goals.

Services & products

Simpson Kelly Associates Limited offers a range of financial services including retirement planning, investment management, tax planning, and estate planning. They also provide advice on mortgages, insurance, and other financial products. Clients can expect personalized advice tailored to their individual needs and goals.

Location

Simpson Kelly Associates Limited is located in Suite 5/6, Alamo House, Sessions House Yard, Pontefract. The area is known for its historic buildings and charming streets. There are various businesses in the area, including small shops, cafes, and restaurants. Public transportation options near the location include Pontefract Monkhill train station (0.5 miles), Pontefract Tanshelf train station (0.6 miles), and Pontefract Baghill train station (0.8 miles).

Benefits

Customers should choose Simpson Kelly Associates Limited because of their personalized approach to financial advising. They provide customized advice based on each client's needs and goals. The company has a team of experienced financial advisors who are committed to building long-term relationships with their clients. They also offer a wide range of financial services, including retirement planning, investment management, and tax planning.

Good to know

It is important to note that Simpson Kelly Associates Limited is a fee-based company. This means that they charge a fee for their services, rather than earning commissions on products they sell. This ensures that clients receive unbiased advice that is not influenced by sales quotas or commissions.

Reviews

Customers have praised Simpson Kelly Associates Limited for their personalized approach to financial advising. They have been described as knowledgeable, professional, and trustworthy. Clients appreciate the customized advice they receive and feel that the company truly cares about their financial well-being.

Amenities

online services
retirement planning
investment advice
tax planning
insurance services
financial planning
wealth management
estate planning
debt management

FAQ

What experience does your company have in providing financial advice?

At Simpson Kelly Associates Limited, we have over 20 years of experience in providing financial advice to our clients. Our team of financial advisors are highly skilled and have extensive knowledge in the financial services industry.

What are the fees for your financial advisory services?

Our fees for financial advisory services vary depending on the complexity of your financial situation and the services required. We offer a free initial consultation to discuss your needs and provide a quote for our services.

What types of financial products do you offer?

We offer a wide range of financial products including investment advice, pensions, savings, mortgages, insurance, and more. Our financial advisors work with you to determine the best products for your individual needs.

How do you determine the best financial strategy for your clients?

Our financial advisors take a holistic approach to understanding your financial situation and goals. We analyze your current financial position, risk tolerance, and future objectives to develop a personalized financial strategy that meets your needs.

Can you provide references from satisfied clients?

Yes, we are happy to provide references from our satisfied clients. We take pride in our reputation for providing high-quality financial advice and services, and our clients are always willing to share their positive experiences with others.