Smith + Co

Smith Co Financial Services excels in supporting clients in building sustainable, healthy financial habits to live their best lives now and always through mortgages, investments and protection.

Our financial adviser, Indigo Smith, has been in the finance industry for 15 years, and as a mother herself, understands first hand the delicate balance between all the competing objectives parents face. Your journey with us as a client will ensure that we cover all bases and having a thorough understanding of your circumstances, wants, needs and aspirations means we can recommend the right financial products for you and your family. 

Pensions:

We can review your current pensions and their suitability. We can set up a new pension scheme which best suits your available contributions in a tax efficient way.

Investments:

Whatever your attitude to risk, we will help you set up an investment strategy to meet your short, medium and long term goals.

Protection:

We can ensure that your income is protected should you not be able to work, which is often vital for the self employed without the benefit of employer related sick pay. We can set up a policy to clear your mortgage in the event of death or serious illness.

Mortgages:

Whether you’re buying your first home, or your next asset for your limited company, we can source the right funding for your needs.

Equity Release:

We can provide advice and set up lifetime mortgages for the over 55s to clear existing mortgages/debts, do home improvements, go on that bucket list world tour or even private medical costs.

Goal Mapping:

We host events for like minded women who are looking to strategise their aspirations, and manifest their dream life.

Our ethos is very much based on a personalised service focused on your financial wellness and your short, medium and long term goals. 

Please check our socials for more information on upcoming events and booking an appointment for financial advice. 

Website: www.smithcofinance.co.uk

Email: indigo@smithcofinance.co.uk

Instagram: @smithcofinance @founder_wellness