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 Limited Liability Partnership
78 The Broadway
Authorised and regulated by the Financial Conduct Authority (221278)
Company Registered in England and Wales number. OC303848
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.
78 The Broadway, Debden, Loughton, Essex, IG10 3ST
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