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Individual Services

Individual Services for Personal Clients

Individual Services

At SMG F.S Ltd, we are committed to providing independent help and advice, putting your interests first. Our independent status enables us to research and access the whole market on your behalf to source the best solutions.

We tailor our advice to suit your specific needs, helping you to plan and build to meet your identified priorities, including funds for retirement, protection of loved ones and minimising tax liabilities.

We achieve this by carrying out comprehensive reviews to obtain an in-depth understanding of your current circumstances, your plans and your objectives for the future.

Our areas of expertise include mortgages, savings, pensions, tax and inheritance tax planning and tax efficient investments, and we employ specialists in each field to ensure we optimise your potential.

We can manage the total package on your behalf, focusing on the financial health of each individual, calling on partnerships with specialist will writing companies, accountants and solicitors to meet your requirements.

We offer a range of products and services for our personal clients, including:

Take a new approach to your financial affairs - contact us now to arrange an informal discussion with one of our advisers, either at your place of work, your home or our offices in Leeds.