Simpson Kelly Associates

Independent Financial Advisors in Pontefract. We offer advice to clients in Yorkshire, Lincolnshire and the surrounding areas.

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Independent Financial Advisors Pontefract

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.

Here to help you

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Our Services

Testimonials

“I have Known Gary Simpson for over 10 years, during this time he has given me help and advice with financial matters and I did not hesitate in becoming a customer of Simpson Kelly Associates Ltd. The advice I have received has allowed me to make sound investments which are monitored and reported on. I look on Gary as a friend who has my financial interests at heart.”

S & K Rounce (Scunthorpe)

 

“Over the last few years I have invested monies through their offices into different funds and NISA , and have been extremely happy with their caring professional approach.”

J.W, Allen (Scunthorpe )

 

“I have invested with Craig Watson through Simpson Kelly Associates over the last few years. Both myself and my wife have been extremely happy with the ongoing service we have received. The attention to detail and personal touch is first class.”

R & J Robinson (Keadby)

 

“Simpson Kelly Associates have looked after my financial  interests for over 5 years now. I cannot speak highly enough of the service I receive from them. I would recommend their services to anyone.”

S Knox (Brigg)

“Simpson Kelly Associates are a fantastic team of Financial advisers who put our finances at the heart of every meeting. The time taken to explain the details to us is second to none. Both myself and my wife feel very happy every time we have any contact from Simpson Kelly Associates.”

Chuck & Betty Arrand (Crowle)

Want to know more?

Call us for a friendly chat on 01977 232013  or email: info@skassociates.co.uk