Jeffrey Simpson
Head of Wealth Management @Hymans Robertson Personal Wealth
Edinburgh, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2025 — Present
Head of Wealth Management @Hymans Robertson Personal Wealth
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EDUCATION
2002 — 2003
University of Dundee
Master's Degree, Research Masters Degree. Fundamental analysis and UK share price returns
1998 — 2002
University of Dundee
Bachelor of Finance , Accounting, Finance and Economics
SKILLS
InvestmentsWealth ManagementFinancial ServicesPensionsStrategic Financial PlanningRetirement PlanningWealthEstate PlanningHigh Net Worth IndividualsInheritance Tax PlanningFinancial PlannersFinancial AdvisoryWealth Management ServicesInvestment StrategiesAsset AllocationRetirementInvestment AdvisoryIncome ProtectionAsset ManagementFinancePrivate BankingPortfolio ManagementAlternative InvestmentsInvestment ManagementEquitiesFinancial PlanningCertified Financial Planner
ABOUT JEFFREY SIMPSON
I advise ultra-high net worth individuals and families on the structuring, preservation…
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