Independent Financial Advice

We offer independent advice on all aspects of personal finance through our independent financial advice company, Smailes Goldie Financial Management. As an independent financial adviser, we are not tied to any provider and can offer advice from the whole range of products available.

We take the time to get to know you and your current financial circumstances, looking 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 advisory service include:

  • corporate financial planning
  • health insurance
  • inheritance tax planning
  • investments and savings
  • life cover
  • pensions
  • retirement planning
  • mortgages
  • wealth management.

Our clients, most of whom 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.

Please contact us to arrange a free, informal consultation or click here to request a call back.

Smailes Goldie Financial Management Limited is an appointed representative of Sterling Trust Professional Limited who are authorised and regulated by the Financial Conduct Authority. FSA Registration No: 228965

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