SMG F.S Ltd

Independent Financial Adviser 6A Harewood Yard, Harewood, Leeds, LS17 9LF
Response rating
7.0 /10
FCA verified
2nd December 2019
We help our clients - - Avoid making costly financial mistakes - Improve investment returns - Access the whole market
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Long term care
Meet our advisers
adviser-person
Andrew Barron
adviser-person
Stephen Roberts
adviser-person
John Mott Dip PFS
Joint Managing Director
adviser-person
Jerry Green Dip PFS
Joint Managing Director
adviser-person
Richard Broadbent FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

6A Harewood Yard, Harewood, Leeds, LS17 9LF

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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