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  11. Newton Smith Ltd

Newton Smith Ltd

Independent Financial Adviser  Office J, Cambridgeshire, Cambridge, CB22 3JH
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FCA authorised
Last authorised 8th March 2021
Pension & Investment Specialist offering personal independent financial advice to high net worth private clients in the Cambridge area.
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 & 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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Wealth management
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Lump sum
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Critical illness
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Income protection insurance
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Life insurance
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Taxation planning
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Group Pension/Stakeholder
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Stockbroking services
Meet our advisers
MR Jason Smith DipPFS
Director
About us

Originally established as a family business, with more than 40 years of knowledge & experience in the financial services industry. Our senior director over the last 20 years has been providing independent financial advice on a personal, professional and confidential basis to private clients in Cambridgeshire and throughout the UK.

The future wellbeing of our clients is our focus and we work with leading protection and investment providers to achieve this. We offer initial consultations and an on-going service to ensure our clients are kept informed and up to date.

Our services

We provide a comprehensive bespoke professional service offering advice on a variety of products including pensions, life assurance, ISA's and our advice is truly impartial and specific to client needs.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Office J, South Cambridge Business Park, Babraham Road, Sawston, Cambridgeshire, Cambridge, CB22 3JH

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