We are dynamic, forward-thinking, independent financial advisors in Crosby, Liverpool. We are not here to just manage your money, we are here to provide confidence, financial security and help fulfil your lifetime goals. Whether you are a private client or the director of a company, here at SMC Financial Services we will always start the process by listening.
We fully believe in building trust and long-term relationships with our clients so there will be no pressure to accept our advice until you are ready. The main benefits of working with us will be to provide financial security, peace of mind and a clear direction of where you want to be. We understand no two clients are the same which is why we offer a fully bespoke, independent financial planning service across a wide range of areas.
As we are truly independent, we are able to provide investment advice from the whole of market and therefore have no restrictions on the recommendations we make. Financial advice and tax planning go hand in hand.
We fully believe in building trust and long-term relationships with our clients so there will be no pressure to accept our advice until you are ready. The main benefits of working with us will be to provide financial security, peace of mind and a clear direction of where you want to be. We understand no two clients are the same which is why we offer a fully bespoke, independent financial planning service across a wide range of areas.
As we are truly independent, we are able to provide investment advice from the whole of market and therefore have no restrictions on the recommendations we make. Financial advice and tax planning go hand in hand.
Services
We provide impartial, independent financial advice in Liverpool to business owners, companies and individuals to help plan for their financial future.
This is delivered by a constantly growing team of experienced advisers who are supported within the firm for compliance, technical support and paraplanning using the latest technology and market leading products to deliver the best possible solutions for our clients.
Sean is the founder and Director of SMC Financial Services.
He has over 16 years experience in both banking and financial services having worked at both large corporates as well as smaller, more personal boutique firms.
This is delivered by a constantly growing team of experienced advisers who are supported within the firm for compliance, technical support and paraplanning using the latest technology and market leading products to deliver the best possible solutions for our clients.
Sean is the founder and Director of SMC Financial Services.
He has over 16 years experience in both banking and financial services having worked at both large corporates as well as smaller, more personal boutique firms.
At SMC Financial, we are happy to cover the cost of the initial consultation and make it clear you are under no obligation for this first meeting.
This will allow you time to feel confident there will be value in us working together to achieve your goals.
We aim to be as transparent about our fees as possible and will clearly explain the different ways in which we are remunerated.
This is so you can be clear what is involved before you instruct us to act on your behalf.
We will always provide you with a copy of our client agreement which includes how we work, who we are regulated by and what typical costs you can expect to pay.
This will allow you time to feel confident there will be value in us working together to achieve your goals.
We aim to be as transparent about our fees as possible and will clearly explain the different ways in which we are remunerated.
This is so you can be clear what is involved before you instruct us to act on your behalf.
We will always provide you with a copy of our client agreement which includes how we work, who we are regulated by and what typical costs you can expect to pay.
Getting things right first time is extremely important to us as we know how important it is to you.
Using our proven five step process, we can work out where you are now, what you may need in the future and what you must do to reach your goals.
We'll arrange a convenient time to meet with you whether that be at one of our offices or in the comfort of your own home.
We'll then take time to listen to your individual circumstances and help you prioritise what's most important to you.
Once we have all of the information relevant to your objectives, we will then refer back to your circumstances and goals to prepare a fully personalised recommendation.
Using our proven five step process, we can work out where you are now, what you may need in the future and what you must do to reach your goals.
We'll arrange a convenient time to meet with you whether that be at one of our offices or in the comfort of your own home.
We'll then take time to listen to your individual circumstances and help you prioritise what's most important to you.
Once we have all of the information relevant to your objectives, we will then refer back to your circumstances and goals to prepare a fully personalised recommendation.
We understand that no one client is the same which is why we tailor every personal recommendation to your individual circumstances.
As you progress along your life cycle your financial priorities and requirements will change dramatically which is why we take a long term view providing holistic advice in all financial areas.
Pensions offer one of the most tax efficient wrappers available to an investor and should always be considered regardless of your age.
The earlier you start with your retirement planning, the more comfortable retirement will be.
As you progress along your life cycle your financial priorities and requirements will change dramatically which is why we take a long term view providing holistic advice in all financial areas.
Pensions offer one of the most tax efficient wrappers available to an investor and should always be considered regardless of your age.
The earlier you start with your retirement planning, the more comfortable retirement will be.
We are experienced in providing specialist corporate financial advice to a wide range of businesses.
Whether you're a sole trader, business entity or company director we can help you on all aspects of financial planning that will provide long term benefit to you and your company.
We understand that no two businesses are run in the same way so we offer a fully bespoke service depending on your goals and financial priorities.
Company Directors are always looking for new ideas of drawing profits from their companies as tax efficiently as possible.
Whether you're a sole trader, business entity or company director we can help you on all aspects of financial planning that will provide long term benefit to you and your company.
We understand that no two businesses are run in the same way so we offer a fully bespoke service depending on your goals and financial priorities.
Company Directors are always looking for new ideas of drawing profits from their companies as tax efficiently as possible.
Reviews (1)
Lisa Zapata
Mar 27, 2023
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