We offer independent advice on all aspects of personal finance through our independent financial advice company, Smailes Goldie Financial Management.
Being independent means that we can offer advice from the whole range of products available.
We take the time to get to know you and your current financial circumstances. We look at your existing arrangements and what you hope to achieve in the future. We then give you as much, or as little, independent investment, tax, mortgage and pension planning advice as you want or need.
Our comprehensive services include advising on:
- Corporate Financial Planning
- Health Insurance
- Inheritance tax planning
- Investments and savings
- Life cover
- Retirement planning
- Wealth Management
Our clients, most of which come to us by referral, include both private individuals and small businesses.
All of our advisers are fully qualified, some holding specialist qualifications for advising on pension or tax matters.
Smailes Goldie Financial Management Limited is an appointed representative of Sterling Trust Professional Limited who are authorised and regulated by the Financial Conduct Authority. FCA Registration No: 228965