Wealth Management

How can we help?

Wealth Management

Wealth Management and Pensions
We work very closely with a financial advisor, which can you bring you the following advice:

  • Inheritance Tax Planning
  • Trust Planning
  • Key Person Insurance
  • Income Protection
  • Shareholder Protection
  • EIS and VCT Investments

Please contact us if you wish to make an appointment with the advisor
All advice comes direct from the advisor and not from KP Simpson

Rather have a chat instead?

Click here to send us an email or give us a call

I’ve been using KP Simpson for my annual account for a couple of years now and can’t thank them enough for the services they have given me. Brilliant advice from the start put into a language that anyone can understand. They are also very reasonably priced bearing in mind the exceptional service that is offered.

I have personally recommended their services to a number of my own personal clients and they have had nothing but praise for Andy and his team also. Top notch local service, nice work chap and chapettes.

Chris Marshall
Chris Marshall Designs

Individual

Personal financial planning, estate planning, and the inconvenience of filing your own taxes are common struggles people face when…

Learn More

Small/Medium Business

KP Simpson specialise in the preparation of business accounts. The small and medium sized business customers form the majority of the…

Learn More

Taxation

If the thought of filling in your own tax return fills you with dread, you’re not alone. Many people find it complicated and time…

Learn More

Financial Services

Our team of accountants all went to the same universities and sat the same professional exams as the other accountant down the road but…

Learn More