Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
SMG FS can trace our roots back to 1982 and we have become one of the best known and trusted independent financial advisers in Yorkshire and the north of England.
We provide impartial whole of market financial advice to both businesses and individual clients.
We provide sensible financial advice in plain English which firmly puts the interests of all our of clients first.
Our objective is to put all of our clients in a better financial position than before they met us.
Where you are looking for one off advice in relation to a specific need or issue or a longer to financial planning relationship our we believe that our costs provide real value for money.
We can assist in all areas of financial advice with a particular specialism in retirement planning.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.