Smart, efficient financial advice
Welcome to SMC Financial Services. 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.
Financial Advice Services
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.
Pensions & Investment Management
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.
Tax & Estate Planning
Financial advice and tax planning go hand in hand. To us it’s simple. If we can reduce your tax liability, you will keep more of your own money for yourself and your loved ones.
We believe everyone, regardless of age, should have some sort of financial plan in place.
Many of us have a life or career plan, but very few of us actually take the time to sit down and think about what we want to achieve financially from life. Far too many people end up leaving these plans too late to make any real difference for our goals.
Our mission at SMC Financial Services is to help our clients to identify, achieve and maintain their desired lifestyle. Our experience has shown us that people have the best chance of achieving these goals through solid financial planning. As a small boutique company, we are able to build close, highly personal relationships with all of our clients
Nothing is more satisfying to us than when we see our clients achieve their financial goals.
"Not only is he switched on with regards to all the latest happenings in the financial world but is a genuine nice guy... A pleasure to deal with"
"Nothing is too much trouble to him. He has your interests at heart"
"Superb service, really friendly and professional. Couldn't fault him at all"
"Sean is very knowledgeable and I would highly recommend him for your financial planning matters"
"I have tremendous faith in Sean and his ability to complete the task in hand even through the difficulties we had with my original pension provider"