SMC Financial Services Ltd

Independent Financial Adviser SMC Financial Services, First Floor, 73 Liverpool Road, Crosby, Merseyside, Liverpool, L23 5SE
First meeting at adviser's own cost
Response rating
8.1 /10
FCA verified
16th September 2019
Welcome to SMC Financial Services. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Sean McDermott
Managing Director
Accreditations
Chartered Financial Planner
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
Where to find us

SMC Financial Services, First Floor, 73 Liverpool Road, Crosby, Merseyside, Liverpool, L23 5SE

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Compliance

Please see website or get in touch

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