Simpson Kelly Associates Limited - Pontefract

Address: Suite 5/6, Alamo House, Sessions House Yard, Pontefract WF8 1BN, United Kingdom.
Phone: 1977232013.
Website: skassociates.co.uk
Specialties: Financial planner.
Other points of interest: Restroom.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3.5/5.

📌 Location of Simpson Kelly Associates Limited

Simpson Kelly Associates Limited Suite 5/6, Alamo House, Sessions House Yard, Pontefract WF8 1BN, United Kingdom

⏰ Open Hours of Simpson Kelly Associates Limited

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

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Simpson Kelly Associates Limited: A Reliable Financial Planning Partner

For individuals and families seeking expert financial planning guidance, Simpson Kelly Associates Limited presents a well-established and respected service provider. Located in the United Kingdom, specifically at Suite 5/6, Alamo House, Sessions House Yard, Pontefract WF8 1BN, the firm operates with a commitment to delivering tailored solutions to meet diverse client needs. Their contact number is 1977232013, and you can find more detailed information on their website: skassociates.co.uk.

What is Simpson Kelly Associates Limited They are a dedicated financial planning firm specializing in helping clients achieve their financial goals. They offer a comprehensive range of services designed to cover all aspects of personal finance, including retirement planning, investment management, inheritance tax planning, and crucially, protection planning. The firm prides itself on building strong, long-term relationships with its clients, prioritizing a deep understanding of their individual circumstances and aspirations.

Location and Facilities: The firm’s headquarters are situated in Pontefract, West Yorkshire. The office itself, located within Alamo House, provides a professional and welcoming environment. Notably, the premises include a restroom, ensuring client comfort during consultations.

Key Information & Reviews: Simpson Kelly Associates Limited currently holds two reviews on Google My Business, with an average rating of 3.5 out of 5. These reviews highlight a focus on client service and a personalized approach to financial advice. Here’s a summary of what clients have shared:

  • Positive Feedback: Several reviewers commend the firm’s attentive and knowledgeable advisors.
  • Areas for Improvement: A minor concern mentioned in one review relates to response times for initial inquiries – something the firm is reportedly working to address.

Specialties and Services Offered:

Service Area Description
Retirement Planning Developing strategies to ensure a comfortable retirement income.
Investment Management Creating and managing investment portfolios aligned with client risk tolerance and goals.
Inheritance Tax Planning Minimizing inheritance tax liabilities through strategic financial planning.
Protection Planning Providing insurance and other safeguards to protect clients’ assets and loved ones.

Further Resources: For a more detailed overview of Simpson Kelly Associates Limited’s services, expertise, and client testimonials, we strongly encourage visitors to explore their website: skassociates.co.uk. You can also find contact information and schedule a consultation directly through the site.

Recommendation: If you are seeking a trustworthy and experienced financial planner in the United Kingdom, Simpson Kelly Associates Limited presents a compelling option. We recommend taking the time to browse their website and, if you feel a good fit, contacting them directly via the provided phone number or through their online form to discuss your specific financial needs. Their commitment to client-centric service and comprehensive planning solutions makes them a valuable partner in securing your financial future.

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👍 Reviews of Simpson Kelly Associates Limited

Simpson Kelly Associates Limited - Pontefract
Nikki S.
2/5

Nobody answering the office phone, left two messages for someone to call me back regarding a problem and no return call. No sign of my money!

Simpson Kelly Associates Limited - Pontefract
Neil H.
5/5

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