Bell Simpson Limited
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Socially responsible investments
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Savings
- Lump sum
- Regular savings
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Financial planning
- Wealth management
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
4 Alderdale Avenue, Northway, Sedgley, Dudley, West Midlands, DY3 3TX
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.
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.
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