Simpsons Wealth Management

Simpsons Wealth Management is an independent financial advisory firm in Eastbourne, providing financial planning since 1990. The firm creates financial plans that meet the needs of clients across the South of England and beyond.
  • Ongoing advice
  • Financial forecasting
  • Annual review meetings
  • Financial Sense Service
  • Bespoke financial planning

Size
Small
Phone
01323 734997
Email
Available in Endole App
Locations
51 Gildredge Rd, BN21 4RY
01323734997
9:00 - 17:00
Digital Popularity
Social Media
Competitors
IEP Financial
IEP Financial is an Independent Financial Advisor firm providing bespoke financial services to private clients, high net worth individuals, and businesses across Sussex and the South East.
Barwells Wealth
Barwells Wealth is a long-established financial planning firm based in East Sussex, dedicated to providing reliable and straightforward financial advice.
Clifford Osborne Limited
Clifford Osborne Limited is an independent financial advisory firm based in Eastbourne, East Sussex, providing bespoke financial advice to individuals and businesses.
Company Details
Simpsons Wealth Management is operated by Simpsons Wealth Management LLP and is a Active company incorporated on 2 June 2011 with the registered office located in Hailsham, East Sussex. Simpsons Wealth Management LLP was registered 14 years ago.

Status
Active
Size
Micro
Directors
5
Age
14 years old
Employees
10
Turnover
Unreported
Total Assets
£1.39M
Cash in Bank
£206.31K
Total Liabilities
-£216.12K

British • Born in May 1959
Lives in UK • Born in Apr 1958
Lives in UK • Born in Dec 1963
Lives in UK • Born in Jun 1966
Mrs Sarah Andrea Smith
PSC • British • Lives in UK • Born in Jun 1966
Teams
All
3
Finance
2
Consulting
2
Construction
1
Project Manager • Joined Oct 2012
Financial Planner • Joined Oct 2013
Financial Planner • Joined Oct 2013
Financial Planner • Joined Oct 2013
Project Manager • Joined Oct 2012