Private Clients

A TRUSTED FAMILY FRIEND

At Simcox & Co, it’s not about numbers, it’s about people. It’s about you and your family, your situation and your circumstances, your hopes and your dreams. We take pride in understanding what your priorities are as a private client, working hard to establish who and what are the most important to you. Like any good friend, we’re straightforward in our approach and honest about the facts, and we’re not afraid to ask difficult questions in order to help you see the big picture.

PERSONAL SERVICE FROM CRADLE TO GRAVE 

Simcox & Co will support you and your family throughout your lives, providing a continuity of service that is rare in the modern world. By taking the time to talk, and to listen, we will gain true insight into your personal situation, enabling us to provide you with open and honest advice that is tailored just for you. 

PERSONAL TAX COMPLIANCE

Personal taxation can be expensive and time consuming without professional advice and assistance. At Simcox & Co, we’ll work closely with you to minimise your tax liabilities within the law, both now and in the future, while at the same time ensuring that you remain fully compliant with your personal tax returns and other obligations.

ACCESS TO AN EXPERT TEAM

In addition to the wide range of financial services we provide in house, Simcox & Co can help you find trusted colleagues in other areas, who share our customer-focussed approach. From stockbrokers and private banks to assist with wealth management, to solicitors to handle your legal affairs, we have built a trustworthy network of connections that you can count on.

MANAGING YOUR MONEY

While the majority of our clients are happy managing their own affairs day to day, Simcox & Co can take care of this on your behalf if you prefer. We are trusted to hold personal funds for a number of clients, dealing with everything from monthly bills to one off expenses. The phone is always on and we are always here to help if they need us.
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