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Tel: 0800 542 2564



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Mark Smithson
Mark Smithson, Proprietor
Tel. 0113 2588304
Mobile. 07515 918926
Mark is a highly experienced personal financial planner with over 20 years experience of advising clients on areas such as equity release, investment and portfolio planning, protection assurance, school fees planning, inheritance tax planning, personal pensions and income drawdown. Mark holds the Diploma in Financial Planning, Financial Planning Certificate, Certificate in Equity Release, Certificate in Mortgage Advice and the Certificate in Life and Pensions.
David Holmes
David Holmes, Client Relationship Manager
Tel. 01723 350357
Mobile. 07901577107
David has worked continuously in pensions and financial services since 1972, originally setting up his own directly regulated financial services business in 1991. David holds an Economics degree from London University and is qualified as an Associate of the Pensions Management Institute by examination. David also holds the Diploma in Financial Planning. Whilst David has now retired from giving financial advice he is ideally qualified to ensure our high levels of customer service are continuously achieved in a post Retail Distribution Review world.

Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Inheritance Tax Planning advice is not regulated by the Financial Conduct Authority.

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