About
Hi I’m Rob Simpson, nice to meet you!
DipFa, CertRBCB
Based in Cleckheaton I am a qualified financial adviser who offers Independent financial planning advice to clients in the UK.
I have always had a passion for financial services and supporting clients in achieving their goals, using professional advice.
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I will look to develop a bespoke practical plan designed to help you meet your finance needs, now and in the future.
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I pride myself on offering a consistent friendly and personal service which gives you confidence that your money is in a safe pair of hands.
Local Financial Advice
Tailored specifically for you.
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INVESTMENT PLANNING
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TAX EFFICIENT INVESTING
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PLANNING FOR SCHOOL FEES
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RETIREMENT PLANNING
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PROTECTING YOUR LOVED ONES
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PROTECTING YOUR PROPERTY
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INHERITANCE TAX PLANNING​
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE SCHOOL FEE PLANNING, ESTATE PLANNING, AND INHERITANCE TAX PLANNING.
To learn more about how I can help please contact me
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