Established in 2011, the team at Simpson Kelly Associates has many years' experience providing practical financial planning advice to people, families and businesses. With a team of 8 Financial Advisors based in their central office in Pontefract, they provide advice to clients throughout Yorkshire, Lincolnshire and the surrounding areas. We provide advice across a wide range of services including investments, savings, pensions and protection.
We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Simpson Kelly Associates, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward.
We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Simpson Kelly Associates, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward.
Services
I have been a customer of SKA for four years now and always received a first class service.
Gary has been exceptional throughout a difficult time for me and my family, providing relevant advice and information, in particular with regard o accessing my private pension early due to ill health.
What could have been a minefield has been expertly navigated thanks to Gary's help and support.
Gary has been exceptional throughout a difficult time for me and my family, providing relevant advice and information, in particular with regard o accessing my private pension early due to ill health.
What could have been a minefield has been expertly navigated thanks to Gary's help and support.
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