About Simpson Bowers Wealth Management

Simpson Bowers Wealth Management is a firm of independent financial advisers dedicated to delivering unbiased financial advice. Meet the team.

About Simpson Bowers Wealth Management

Simpson Bowers Wealth Management Limited is a firm of financial advisers dedicated to delivering unbiased financial advice. We offer a whole of market proposition with regards to mortgages and life protection advice. We offer a “Restricted” proposition where we do not consider every provider, product or fund in the market, especially those that we consider too high risk for our clients. We are able to offer an “Independent” proposition where we can research whole of market depending on the needs of our clients once we have assessed your needs.

Gary Simpson DipPFS Cert CII (Life & Pensions)
Ian Bowers CeMAP DipFA
Kirty Bharadia CeMAP
Gary Fitzgerald CeMAP
Megan Smith CeMAP
Adele Groves – Office Manager

Impartial advice of the highest quality

At Simpson Bowers Wealth Management our highly skilled financial advisers use state of the art technology enabling us to meet all of our client's financial needs both personally and corporately and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, mortgage, healthcare, or protection insurance recommendations that we present for consideration are the most appropriate to their individual needs.

Simpson Bowers Wealth Management provide advice and help following completing a personal or business Financial Planning Questionnaire which can take place at a mutually convenient time and place. A review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review and recommendation.

Following the introduction of RDR (Retail Distribution Review) in 2012 by the then Financial Services Authority, this was an initiative designed to raise professional industry standards. Simpson Bowers Wealth Management was at the forefront of implementing these changes and maintaining high standards and quality advice.

Our charges can be structured in several ways to suit our clients such as having our fees deducted from the products being arranged or the client being charged separately for the work being undertaken. Full details of our fees can be found in our Homepage.

Tax planning advice is not regulated by the Financial Conduct Authority.

Recruitment

At Simpson Bowers we firmly believe in taking care of our clients and providing an impeccable service. As a business it has established itself purely on a referral basis and expanded its client base accordingly over the years.

We are looking for likeminded advisers who wish to work with us – in addition to sharing our ethos, you should have relevant qualifications such as CeMap for mortgage only advisers and level 4 qualifications for advisers.

Advisers work with us on a self-employed basis, benefiting from our reputation as an established company in High Barnet. You will have access to all the facilities available including the latest IT systems and research engines, administrative support and work within a positive environment where you can develop your knowledge and skills.

If you are interested in being part of our successful team, please email us in the first instance and let us know why you would like to join us, together with your aspirations.

We look forward to hearing from you.

Head Office

Simpson Bowers Wealth Management Limited
First Floor Office, 143 High Street,
Barnet, Herts, EN5 5UZ

T: 0208 275 8555
F:
0800 2061354
E:
gary@simpsonbowers.co.uk

 

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