About
Hi I’m Rob Simpson, nice to meet you!
DipFa, CeMAP, CertRBCB, PETR
Based in Cleckheaton I am a fully 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 to achieve their goals, working with some of the leading financial institutions 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
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MORTGAGE SOLUTIONS
INHERITANCE TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
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THE VALUE OF PENSIONS AND INVESTMENTS CAN FALL AS WELL AS RISE AND YOU COULD GET BACK LESS THAN YOU ORIGINALLY INVESTED,
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To learn more about how we can help please contact us