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Tel: 0800 542 2564

Email: enquiries@smithsonfinancial.com

Investments

Are you making the best use of any spare capital or surplus income
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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

When do you want to retire and how much income will you need?
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Financial Advice You Can Depend On

Welcome to Smithson Financial Services

We offer a comprehensive financial planning service for all your investment and protection needs:

  • School Fees Planning
    You want the best for your children and a private education can help provide that. We offer a range of solutions to help plan and fund your childs education costs is a tax efficient manner
  • Pension Planning
    When do you want to retire and how much income will you need?
  • Life Assurance
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection
    Would you require a regular income or a cash sum if you suffered a serious illness or disability?
  • Investments/Regular Savings
    Are you making the best use of any spare capital or surplus income?
  • Mortgages
    Do you want to reduce your current mortgage outlay or are you moving home?

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you. If you do have any suggestions please e-mail us or use one of our contact forms. The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.

Your home may be repossessed if you do not keep up repayments on your mortgage
For arranging a mortgage we typically charge a fee of £300 payable immediately and 0.25% of the loan amount payable on completion. Where the chosen Lender pays us commission for introducing you to them for the mortgage, this will reduce the amount that we would ask you to pay on completion.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage

Documents

Client_Agreement_V2.0_SFS_10-07-13

About_our_Services_V2.0_std_mortgage_10-07-2013

About_our_Services_V2.0_Equity_Release_10-07-13

Initial Charge Agreement

Mortgage Charge Agreement

Ongoing Service Agreement

Our Deliverables and Service Levels

Advice Only Fee Agreement

Statement of Professional Standing Certificate

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