


Simpson Wood Financial Services Revenue
Financial Services • Huddersfield, England, United Kingdom • 11-20 Employees
Simpson Wood Financial Services revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Key Contact at Simpson Wood Financial Services
Neil Duthie
Managing Director
Company overview
| Headquarters | BANK CHAMBERS MARKET STREET, HUDDERSFIELD, HD1 2EW, GB |
| Phone number | +441484534431 |
| Website | |
| NAICS | 52 |
| Founded | 2003 |
| Employees | 11-20 |
| 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.
| Format | Example | Percentage |
|---|---|---|
{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
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
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