Company Information

Get to know SIMPSONS WEALTH MANAGEMENT LLP

Founded in 2004, Simpsons Wealth Management is an independent firm of Chartered Financial Planners based in Bath, UK. The company provides a comprehensive financial planning service for individuals, families, and businesses, focusing on building long-term client relationships. Their core mission is to offer friendly, easy-to-understand, and personalized advice across areas such as investment management, retirement planning, pensions, inheritance tax, and financial protection. As an independent firm, they are not tied to any single provider, allowing them to offer advice from the entire market.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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SIMPSONS WEALTH MANAGEMENT LLP

United Kingdom

Founded in

1990 (36 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.