SMC Financial Services Ltd

Independent Financial Adviser  SMC Financial Services, Liverpool, Merseyside, L23 5SE
First meeting at adviser's own cost
Welcome to SMC Financial Services. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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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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Traded endowment policies
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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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Commercial motor
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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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Payment protection insurance
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Small business
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Travel
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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 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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Long term care
Response rating
7.4/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Sean McDermott
Managing Director
What our clients say
I have tremendous faith in Sean and his ability to complete the task in hand even through the difficulties we had with my original pension provider
Alan Hall, Wirral
Nothing is too much trouble to him. He has your interests at heart
mark benson, Childwall
I received some great advice from Sean and the team at SMC, they were informative and offered some real positive guidance with my financial enquiries. Highly recommended.
Tom Dent, Lymm
About us

Independent Financial Planners covering the Whole of the North West

Our services

Our mission at SMC Financial Services is to help our clients to identify, achieve and maintain their desired lifestyle. Our experience has shown us that people have the best chance of achieving these goals through solid financial planning. As a small boutique company, we are able to build close, highly personal relationships with all of our clients

Nothing is more satisfying to us than when we see our clients achieve their financial goals.

Where to find us
Head office address: SMC Financial Services, First Floor, 73 Liverpool Road, Crosby, Merseyside, Liverpool, L23 5SE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.4/10
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FCA authorised
Last authorised 3rd August 2020

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