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

Gary Simpson DipPFS Cert CII (Life & Pensions)
Ian Bowers CeMAP DipFA
Kirty Bharadia CeMAP

Everyone's needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Simpson Bowers Wealth Management approach.

Our experienced advisers have been helping clients navigate complex financial markets for many years and our business has evolved primarily through client recommendations.

We cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.

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 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.

The RDR (Retail Distribution Review) is a Financial Services Authority initiative designed to raise professional industry standards. As the industry adapts to this positive change, Simpson Bowers Wealth Management has been at the forefront of implementing these changes.

Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way we fully disclose our fees in an open and transparent manner. Full details of our fees can be found in our Client Agreement on our Homepage.

Recruiment

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
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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