SMG Financial Management

Independent Financial Adviser Alloway House, 6 Alloway Place, Ayr, KA7 2AA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Independent financial advice on all areas of financial planning provided by highly experienced Chartered Financial Planner.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
Meet our advisers
adviser-person
Robin Dale
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us
About us

SMG Financial Management Ltd is a financial planning business, focussed on helping you understand and plan for your financial future. We provide financial advice for individuals and business on investments, savings, retirement planning and protection.

The company was originally established in Dumfries in 2003 and expanded by opening an office in Ayr. The office in Ayr is run by Robin Dale who is a Chartered Financial Planner with over 20 years experience in financial services.

Our services

The independent advice we provide covers all areas of personal finance. A huge emphasis is placed on building relationships with our clients. Once a financial plan is put in place the ongoing monitoring of it is vital. We provide regular reviews and contact which is almost as important as the initial advice.

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

Registered office First Floor, Campbell House, Bankend Road, Dumfries, DG1 4UQ. SMG Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 417734. The Financial Conduct Authority does not regulate taxation and trust advice.

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