SMG F.S Ltd

Independent Financial Adviser  6A Harewood Yard, Leeds, LS17 9LF
We help our clients - - Avoid making costly financial mistakes - Improve investment returns - Access the whole market
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 first home
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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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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Andrew Barron
MR Stephen Roberts
MR John Mott Dip PFS
Joint Managing Director
MR Jerry Green Dip PFS
Joint Managing Director
MR Richard Broadbent FPFS
Chartered Financial Planner

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.

Accreditations
Chartered Financial Planner
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.

Where to find us
Head office address: 6A Harewood Yard, Harewood, Leeds, LS17 9LF
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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