About us
A Relationship Of Trust
For over 30 years we have built a relationship of trust with generations of clients who
have relied on our advice and management of their investments.
Our small financial practice is headed by Jason Smith, who for over 20 years, has been
providing independent financial advice on a personal, professional and confidential
basis to retail clients in the Cambridgeshire area and throughout the UK.
We only manage a small number of clients to ensure a high level of personal service and
constantly keep up to date with the latest developments in the financial services
industry.
Independent Financial Advice
We are authorised and regulated by the Financial Conduct Authority (FCA) and hold the appropriate certification to give independent financial advice. We are also members of the Chartered Institute of Insurance (CII). All advice provided is covered by our Professional Indemnity Insurers and our FCA registration number is 551202.
Our Team
Jason Smith DipPFS
Managing Director & Independent Financial Adviser
Our principal adviser, Jason, joined the financial services industry in 1986 and has been fully qualified as an Independent Financial Adviser (I.F.A.) since 2006. Dedicated to ensuring the best outcome for his clients and their families, Jason constantly reviews the financial services market place for the latest opportunites and developments.
Lyn Smith
Finance Director
Qualified as a legal secretary for many years Lyn has worked in the business since 2000 and is responsible for the financial management of the company.
Amy Whiting
Administration Manager
Since joining the company in 2006, Amy has become a
vital part of our office team and is responsible for all aspects of client
administration and enquiries. As the company has grown she now manages a small
administration team and works closely with Jason to provide the best possible
service to clients.
Bobbie Smith
Administrator
Trained in customer services by a Multi-National telecoms operator, Bobbie works closely with Amy and undertakes numerous administrative and client servicing tasks.