David Smith Financial Services LLP

Independent Financial Adviser  78 The Broadway, Essex, IG10 3ST
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FCA authorised
Last authorised 1st March 2021
We hold Chartered Financial Planners status - the highest level of qualification obtainable in the profession.
We can advise you on
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Annuity purchase
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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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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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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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Long term care
Meet our advisers
Ms Kerry Draper
Mr David Smith
Mr Chris Maycock
Mr Ian Smith
Mr James Smith
About us

Based in Essex, we have been established since 1976. A family run business, 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.

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.

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

David Smith Financial Services is the Trading Name of David Smith Financial Services Limited Liability Partnership
78 The Broadway
Debden
Loughton
Essex
IG10 3ST

Authorised and regulated by the Financial Conduct Authority (221278)

Company Registered in England and Wales number. OC303848

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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