Financial Services

Professional financial services

Looking for someone to talk through your pensions and investments? Our qualified Investment Advisers can help you control and manage these areas with sound financial planning tailored to your needs. Bird Simpson & Co offers financial services to customers across Dundee. Contact us today to discuss your requirements.

Independent financial advisers

Our financial service department is controlled and managed by our own full-time Investment Adviser, John Erskine, and supported by Neil Young, who is one of our partners and who also possesses qualifications in financial services.

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 standalone service to new clients.
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financial advice

Our main services include financial advice 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.
financial services

Providing expert financial services

As independent financial advisers, 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 service work is charged for by fee and this will be discussed with you before you proceed with any investment.

We are authorised and regulated by the Financial Conduct Authority for investment business. We also offer taxation services. To discuss your needs, contact us today.
For expert advice on retirement planning in Dundee, call us on 01382 227 841 today
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