Everyone deserves great financial advice

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Independent financial advisers based in Pontefract

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Who we are

Established in 2011, Simpson Kelly Associates provides comprehensive financial advice to individuals and businesses in Yorkshire, Lincolnshire and the surrounding areas. Our advisers are well equipped to help you achieve your financial goals, so you can enjoy financial security and peace of mind.

Why choose us

At Simpson Kelly Associates, we pride ourselves on the friendly and approachable nature of our advisers and staff, and we play an integral part in the local community. Our clients are at the heart of everything we do, so we take time to build long-term relationships based on trust and understanding.

Services

We offer advice across a wide range of areas including investments, savings, pensions, protection, IHT and trust planning. Whether you want to protect your family, plan for a comfortable retirement or boost your savings, we can support you.

Building your wealth

Business services

Cash management service

Giving your child the best education

Intergenerational planning

Leaving behind a lasting legacy

Planning for a fulfilling retirement

Protecting your family

Wills and probate

Client testimonials

“I have Known Gary Simpson for over 20 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 interest at heart.”

“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.”

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

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

“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.”