Achieving Excellence

Our services are built on expertise, market knowledge and commitment to quality in all areas. We believe in building long term relationships with our clients, both corporate and personal, based on integrity, mutual trust and results.

Our Directors have a hands-on approach to the day-to-day management of the business, with personal involvement in both corporate and individual services. Together they bring together a wealth of expertise in the IFA market.

• Jerry Green (Joint Managing Director)
• John Mott (Joint Managing Director)
• Graham Douglas (Director)
• Andrew Keep (Director)

Monitoring Compliance

At SMG F.S Ltd, we are directly regulated by the FSA, and have a skilled and highly qualified in-house compliance team focused on quality control, continually checking our systems for compliance.

• David Methley (Compliance Manager)

Specialist Advisers

To achieve the very best for our clients, we have a team of in-house advisers with specialist knowledge in all key areas of financial planning.

• Elaine Astin (Private Medical Insurance specialist)
• Richard Broadbent
• Phil Dixon
• John Graham
• David Green
• Barry Orr

Focus on Customer Care

Our dedicated team is committed to ensuring optimum customer care in all areas of operations.

• Andrea Beal
• Nicola Burns
• Vicky Hanson
• Kathy O'Callaghan
• Katy Renshaw
• Tim Veazey