Rob Simpson
RDS Financial Planning
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0330 038 8938
Based in Cleckheaton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rob is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rob's status
Last checked: 21 June 2025
Rob is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rob's status
18
Recent Client Reviews
Rob has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Rob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Rob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rob has not yet added their fees to their profile
Fees not yet added
Rob has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Rob
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 9 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rob is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rob's status
Last checked: 21 June 2025
Rob is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rob's status
18
Recent Client Reviews
Rob has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Rob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Rob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rob has not yet added their fees to their profile
Fees not yet added
Rob has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Rob
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 9 first impressions)
I have always had a passion for financial services with well over 10 years of supporting clients to achieve their goals, working with some of the leading financial institutions using professional advice. I will look to develop a bespoke practical plan designed to help you meet your finance needs, now and in the future. I pride myself on offering a consistent friendly and personal service which gives you confidence that your money is in a safe pair of hands, with a range of clients from those first starting on their financial journey to those enjoying their well earned retirement. I continually look for new opportunities to improve my skills with further qualifications to meet the ever changing needs of my clients Away from work I spend time with my young family in their sporting endeavours and am currently looking to set up a local session to educate children to be money aware
Offers available through VouchedFor
Contact Rob through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Rob's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. RDS Financial planning is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.