Bell Simpson Limited

Independent Financial Adviser  4 Alderdale Avenue, Dudley, West Midlands, DY3 3TX
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FCA authorised
Last authorised 23rd November 2020
Professional, friendly, face to face independent financial advice on pensions, investments and protection
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Paul James Simpson DIPFA,CEMAP
Director
About us

As a local independent financial adviser with over 30 years experience,qualified to Diploma level,I offer comprehensive advice that meets the majority of personal financial needs.Bell Simpson Limited is authorised and regulated by the Financial Conduct Authority .
My services include advice on ISA's, Unit Trusts, Investments, Life Assurance, Critical illness,Annuities,Retirement Planning, Personal & Corporate Pensions. I ensure my clients have access to the widest range of products available and are kept at the forefront of legislative developments based on up to date research.

Our services

We provide face to face advice to people in their own home. We ensure advice is suitable and understandable. Pensions and Investments can be complex but what we do well is communicate in a 'jargon free' way. We see a lot of people who need advice and our aim is customer satisfaction. What we find is people want face to face advice and this is what we provide.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

4 Alderdale Avenue, Northway, Sedgley, Dudley, West Midlands, DY3 3TX

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