Financial Services - Bird Simpson | Accountants, Dundee

Financial Services

john_erskineOur financial services department is controlled and managed by our own full-time Investment Advisor, John Erskine.

John joined Bird Simpson & Co. in 2002 and holds the Chartered Insurance Institute’s Diploma in Financial Planning.

Knowledge of the client’s circumstances and objectives is key to providing relevant and efficient financial advice. We are happy to provide this service for our existing business and personal clients and can also offer this as a stand-alone service to new clients.

 

Our main services include advising in the following areas:

  • Investments
  • Pensions
  • Retirement Planning

After undertaking a review of your circumstances, we can, where appropriate, arrange investments, pensions and retirement plans on your behalf and undertake reviews and valuations. We can also provide protection planning advice to cover for death, serious illness or disability.

As Independent Financial Advisors, we are not tied to particular providers and have the freedom to recommend the most suitable products from the whole market.

Our advice for financial services work is charged for by fee and this will be discussed with you before you proceed with any investment.

Bird Simpson is authorised and regulated by the Financial Conduct Authority for investment business.

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