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  11. Darrel Smethurst

Darrel Smethurst

Independent Financial Adviser  26 Higher Dunscar, Bolton, BL7 9TE
First meeting at adviser's own cost
Come and find out what great advice and customer service feels like. Initial consultation at my own cost.
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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Buy my next home
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Equity release
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Next home / Remortgaging
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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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Investment trusts
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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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
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 21st June 2021
Meet our advisers
MR Darrel Smethurst DipFA

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Jan 2017 I felt you explained what options were open to me clearly and efficiently and answered any queries I had quickly. When necessary, any changes that were made to my possible options were tailored towards me to suit my needs. You ensured I completely understood each stage of the process before we proceeded as well, which helped me feel comfortable and confident in the decisions I were making.
Jonathan Willsher, Poynton
About us

My focus is the provision of independent wealth management for private clients and businesses. I offer holistic advice on all regulated investment, pension and life related business. I have access to a highly structured technology based processing system, which delivers an efficient, cost effective service proposition. At the heart of everything is my TCF (treating customers fairly) program. I will always communicate in a clear, fair and consistent manner, supplying honest, accurate and timely literature. .

Our services

The financial services industry has historically been rocked by bad practice. We do things that benefit our clients and not our advisers. We are a firm of IFAs that specialise in providing ethical, socially responsible, alternative and mainstream investments by making use of our excellent technology systems. We look to provide an individual service driven by the needs of each person which encourages client contact at all levels.

Where to find us
Head office address: 26 Higher Dunscar, Egerton, Bolton, BL7 9TE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 21st June 2021

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