DMBSMITH.CO.UK

David Smith | Chartered Financial Planners

Tel: 020 8508 0156. Email: enquiries@dmbsmith.co.uk. David Smith Financial Services. Based in Essex, we have been established since 1976. A family run business, we are able to provide continuity for all of our clients and maintain an ethos centred upon providing the highest possible service to our clients. Whether you are an individual or a business, we can provide Financial Planning Solutions to suit you. We hold the title of Chartered Financial Planners. Site by Jon Paul Design.

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David Smith | Chartered Financial Planners | dmbsmith.co.uk Reviews

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Tel: 020 8508 0156. Email: enquiries@dmbsmith.co.uk. David Smith Financial Services. Based in Essex, we have been established since 1976. A family run business, we are able to provide continuity for all of our clients and maintain an ethos centred upon providing the highest possible service to our clients. Whether you are an individual or a business, we can provide Financial Planning Solutions to suit you. We hold the title of Chartered Financial Planners. Site by Jon Paul Design.

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2 financial services

3 ancillary services

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5 78 the broadway

6 debden

7 loughton

8 essex

9 privacy statement

10 tcf customer statment

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chartered financial planner,financial services,ancillary services,staff,78 the broadway,debden,loughton,essex,privacy statement,tcf customer statment

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David Smith | Chartered Financial Planners | dmbsmith.co.uk Reviews

https://dmbsmith.co.uk

Tel: 020 8508 0156. Email: enquiries@dmbsmith.co.uk. David Smith Financial Services. Based in Essex, we have been established since 1976. A family run business, we are able to provide continuity for all of our clients and maintain an ethos centred upon providing the highest possible service to our clients. Whether you are an individual or a business, we can provide Financial Planning Solutions to suit you. We hold the title of Chartered Financial Planners. Site by Jon Paul Design.

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dmbsmith.co.uk

1

David Smith | Chartered Financial Planners

http://dmbsmith.co.uk/tcf.html

Tel: 020 8508 0156. Email: enquiries@dmbsmith.co.uk. Treating Customers Fairly Statement. At David Smith Financial Services, we are committed to offering our customers the highest possible standards of service. In so doing we are pleased to support the Financial Services Authority initiative ‘Treating Customers Fairly’. We recognise that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you. Our commitment to you.

2

David Smith | Chartered Financial Planners

http://dmbsmith.co.uk/ancilliary-services.html

Tel: 020 8508 0156. Email: enquiries@dmbsmith.co.uk. We work closely with other professional firms locally, in order to ensure that you receive the best possible advice across the whole range of your requirements in areas of taxation, wills and trust planning. This will include dealing with Accountants, Solicitors and the Citizens Advice Bureau. If you do not have a will, or if you need details of a reliable solicitor or accountant, please contact us. And we can point you in the right direction.

3

David Smith | Chartered Financial Planners

http://dmbsmith.co.uk/financial-services.html

Tel: 020 8508 0156. Email: enquiries@dmbsmith.co.uk. We offer a number of services for both individuals and businesses, including:. Pre- Retirement Pension Planning. Post- Retirement Pension planning making the most of your pension and discussing the range of options available to you Annuities, Drawdown etc. Life Cover protecting your family, business, shareholder protection. Critical Illness Cover and Income Replacement cover protecting against ill health. Inheritance Tax Planning and Trust Planning.

4

David Smith | Chartered Financial Planners

http://dmbsmith.co.uk/staff.html

Tel: 020 8508 0156. Email: enquiries@dmbsmith.co.uk. David is a Chartered Financial Planner. And a Fellow of the Chartered Insurance Institute. He is also a qualified Mortgage Advisor. He is also currently Chairman of the Fellowship Assessment Board of the Chartered Insurance Institute and recently received an award for achieving 50 years membership. In the past, he has been Regional Chairman of the British Insurance Brokers Association and an elected member of the Insurance Brokers Registration Council.

5

David Smith | Chartered Financial Planners

http://dmbsmith.co.uk/index.html

Tel: 020 8508 0156. Email: enquiries@dmbsmith.co.uk. David Smith Financial Services. Based in Essex, we have been established since 1976. A family run business, we are able to provide continuity for all of our clients and maintain an ethos centred upon providing the highest possible service to our clients. Whether you are an individual or a business, we can provide Financial Planning Solutions to suit you. We hold the title of Chartered Financial Planners. Site by Jon Paul Design.

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David Smith | Chartered Financial Planners

Tel: 020 8508 0156. Email: enquiries@dmbsmith.co.uk. David Smith Financial Services. Based in Essex, we have been established since 1976. A family run business, we are able to provide continuity for all of our clients and maintain an ethos centred upon providing the highest possible service to our clients. Whether you are an individual or a business, we can provide Financial Planning Solutions to suit you. We hold the title of Chartered Financial Planners. Site by Jon Paul Design.

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