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Angus Simpson

Financial Adviser DipPFS in Edinburgh

A little bit about Angus

As a qualified Financial Adviser holding the CII Diploma in Regulated Financial Planning (DipPFS), I offer tailored financial advice to help clients achieve their long-term goals with clarity and confidence. Before joining Quilter Financial Advisers, I worked in fund services, gaining experience in financial reporting, pensions accounting, performance measurement, and compliance reporting. I bring this technical expertise into every client relationship, combining a methodical approach with a genuine passion for helping people make informed financial decisions.

Find out more about me below.

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Get in touch if you’d like to discuss the long-term benefits of including investing in your financial plans.
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Graphic of people putting coins into a jar in front of a clock

When is the right time to invest?

There’s always a degree of uncertainty when it comes to investing, so it’s natural for some people to feel nervous about it.

When the news is reporting stock market volatility, it’s understandable that some people might feel more cautious about investing. But including investments in your long-term financial plan is a smart way to give your money the best chance to grow.

Keeping money in cash might feel like a safe option, and having some money easily available is a sensible decision. But too much cash could end up costing you more because of inflation’s ability to eat away at the value of your savings. For example, when £10,000 is invested it can grow by 78% over 30 years, but if it was kept in a current account its value could actually reduce by 59%*.

There are lots of options when it comes to investing, and I’m here to guide you through them. I can help you decide things like which risk level is right for you, what types of investments to use to maximise your tax efficiency, and how to create an investment plan tailored to your circumstances and goals. I can also show you how different investment approaches could impact your finances over the long term.

If you’re thinking about how investing today can help create the life you want in the future, let’s talk about how I can support and guide you through the process.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.

*Based on an annual average investment return of 5% and inflation at 3%.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Pensions

Expert advice to help provide comfort in your retirement.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Angus's location

Edinburgh
Scotland
United Kingdom

Angus is located in Edinburgh and offers expert financial advice to suit your needs.

As a qualified Financial Adviser with the CII Diploma in Regulated Financial Planning (DipPFS), I work closely with clients to create bespoke financial plans that align with their goals, values, and life stages. My advice spans areas such as investment planning, pensions, protection, and tax efficiency - all delivered with a focus on building trust and long-term relationships.

Before becoming a financial adviser, I built my career in fund services, where I gained valuable experience working behind the scenes in areas involving pensions and investments. This background gave me a solid understanding of how the financial world works - knowledge I now use to break down complex topics and provide clear, practical advice. I enjoy helping clients feel confident and in control of their finances, no matter their starting point.

Outside of work, I’m passionate about the outdoors and am currently on a personal mission to climb all 282 Munros in Scotland. I also enjoy playing badminton and scuba diving, and I’m a certified Divemaster. I believe that, like any great adventure, successful financial planning starts with a clear map and the right guide.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 07 May 2025.