Malcolm Simpson

Independent Financial Adviser

Carmarthenshire
01550 721797
07384 645606

Malcolm has been in the financial services sector for more than 20 years. He helps UK residents and businesses plan appropriately, protecting what they have today and helping them secure their future.

Building long-term business relationships in an organic manner has always been part of Malcolm’s ethos. Many of his clients have been longstanding, seek regular, ongoing advice and happily refer his services to others.

Even though there is a risk of information overload with buying a house, Malcolm always explained things thoroughly and calmly which made the process less stressful. It’s been incredibly reassuring to have him on our side.

Specialisms

  • Pensions and retirement planning
  • Investment strategies
  • Mortgages
  • Health and wellbeing insurance
  • Intergenerational wealth transfer
  • Pensions and divorce

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