Financial Advice Liverpool

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.

Meet The Team

Sean McDermott - SMC Financial

Sean McDermott

Director
Chartered Financial Planner

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. He is experienced and qualified in all areas of financial planning but specialises mostly in Pension transfers, Retirement Planning and Investment management. He is qualified as a level 6 ‘chartered financial planner’ and also holds fellowship status which is the highest accreditation that can be received from the Chartered Insurance Institute.

Reviews and Ratings for Financial adviser Sean McDermott, Liverpool
Chartered Financial Planner Liverpool
Vicki Langdon - SMC Financial

Vicki Langdon

Head of Compliance & Technical Support

Vicki has worked in the financial services industry for over 12 years with vast experience in banking, sales and management roles. These have included working in senior roles in compliance, fraud prevention and paraplanning for firms such as Lloyds TSB and Co-Operative Bank. Vicki has now completed the majority of her studies towards her level 4 diploma in financial planning with just one exam left to sit shortly.

Paul Rathbone

Paul Rathbone

Chartered Financial Planner

Paul is a Chartered Financial Planner with more than 20 years’ experience in financial services. He has a wealth of experience in all areas of financial planning, with a particular specialism in investments, pensions and retirement planning. He takes great pride in helping his clients reach their goals and life ambitions. Paul is highly personable and explains everything in plain English. He is now only 1 exam away from achieving ‘Fellowship’ status which he is currently working towards.