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Simpson Wood Financial Services

Simpson Wood Financial Services Revenue

Financial ServicesFlag of GBHuddersfield, England, United Kingdom11-20 Employees

$

Simpson Wood Financial Services revenue & valuation

Annual revenue$1,454,435
Revenue per employee$86,000
Estimated valuation?$4,700,000
Total fundingNo funding

Key Contact at Simpson Wood Financial Services

Flag of GB

Neil Duthie

Managing Director

Company overview

HeadquartersBANK CHAMBERS MARKET STREET, HUDDERSFIELD, HD1 2EW, GB
Phone number+441484534431
Website
NAICS52
Founded2003
Employees11-20
Socials

Simpson Wood Financial Services Email Formats

Simpson Wood Financial Services uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@simpson-woodfs.co.uk), used 64.3% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@simpson-woodfs.co.uk
78.6%
{first initial}.{first initial}
j.j@simpson-woodfs.co.uk
14.3%
{first name}.{last name}
john.doe@simpson-woodfs.co.uk
7.1%

About Simpson Wood Financial Services

As authorised and regulated Independent Financial Adviser’s, we provide holistic planning advice to both individuals and companies. As holistic planners we advise on both company and personal pensions, a whole suite of investment vehicles depending on the clients’ specific position and objectives. In order to maximise the tax efficiency of our planning, quite often the specific investment vehicle will be selected due to the taxation within the vehicle. Whether within an investment or pension wrapper, our advisers will invest the proceeds within a bespoke portfolio aimed at meeting your specific objectives. The process undertaken to create and then review our portfolios is what differentiates Simpson Wood from our peers, in both the advisory and discretionary market. In addition to advising on both pensions and investments, we also advise individuals and companies on their protection arrangements. The majority of our protection advice is to business owners, in the form of both individual life/critical illness cover, but also shareholder/partnership protection with specific cross-option agreements utilised as necessary. Beyond this, we also advise on suitable policies to cover workforce’s in the form of group medical, life or income protection Insurance.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
C-Suite
Head

Employees by Department

Simpson Wood Financial Services has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Simpson Wood Financial Services has never raised funding before.

Frequently asked questions

Simpson Wood Financial Services is located in Huddersfield, England, GB.
You can reach Simpson Wood Financial Services at +441484534431.
Simpson Wood Financial Services generates an estimated annual revenue of $1,454,435. This revenue figure reflects the company's market position and business performance in its industry.
Simpson Wood Financial Services has an estimated valuation of $4,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Simpson Wood Financial Services was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.
Simpson Wood Financial Services has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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