David Smith Financial Services LLP

Independent Financial Adviser 78 The Broadway, Debden, Loughton, Essex, IG10 3ST
FCA verified
8th October 2018
Chartered Financial Planners - the highest level of qualification obtainable in the profession.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Estate planning
    • Long term care
Meet our advisers
adviser-person
Kerry Draper Dip PFS
Financial Adviser
adviser-person
David Smith FCII MAQ Dip PFS Chartered Financial Planner
Partner
adviser-person
Ian Smith ACII MAQ APFS Chartered Financial Planner
Partner
adviser-person
Chris Maycock APFS Cert CII (MP & ER) Chartered Financial Planner
Partner
Where to find us

78 The Broadway, Debden, Loughton, Essex, IG10 3ST

About us

A family run business based in Essex and established in 1976, we are able to provide continuity for all of our clients and maintain an ethos centred upon providing the highest possible service to our clients. Whether you are an individual or a business, we can provide Financial Planning Solutions to suit you.

Our investment and financial planning professionals have, on average, 25 years of financial services experience.

We hold the title of Chartered Financial Planners - the highest level of qualification obtainable in the profession. This means we are confident that the advice we give, regardless of your situation, will be the best for you.

Authorised and regulated by the Financial Conduct Authority (221278)

Our services

We offer a number of services for both individuals and businesses including:

Pre Retirement Pension Planning, Post Retirement Pension Planning (Annuities, Drawdown etc), Investment advice (whether you wish to invest a lump sum or on a regular basis), Life Cover and Shareholder Protection (protecting your family and business), Critical Illness Cover and Income Replacement Cover (protecting against ill health), Inheritance Tax Planning and Trust Planning, Mortgages (House Purchase, Buy to Let and
Remortgage), Equity Release.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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