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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.

Start the conversation

Your money won’t reach its goal unless it has a direction. But with a plan, it can work towards something better. I can help.
Contact me today

An adviser’s insight

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. The value of investments can go up and down and you may get back less than you invested.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.

Ready to build your plan? Contact me using the details above.

Services

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.

Qualifications

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.

Location

Angus's location

Edinburgh
Scotland
United Kingdom

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

More about me

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.