Welcome to Smith Law & Shepherds IFA Ltd

Smith Law & Shepherds IFA Ltd is an Independent Financial Advice firm offering peace of mind through a customer tailored service. We are pleased to provide a review for all clients at all stages of their life, whether it is planning for and enjoying retirement, protecting your family or your business, making the most of your savings and Investments or just choosing the right Mortgage.

We aim to build long term business relationships with our customers based on honesty, trust and a friendly no obligation approach. Your circumstances change throughout your life, the Government changes the rules and the world changes around you. For these reasons, we will be happy to continue to monitor and review your plans - and we will agree a bespoke service for your financial plans and goals.

Becoming a client

The first step is for us to meet for a no obligation initial discussion about your present financial situation and identify and agree on any needs highlighted. This will be completely confidential and should take about an hour or so. This initial meeting is as much about making sure that you are comfortable working with us, as it is for us to provide the initial financial assessment.

Once you have agreed to be a client, we will prepare a financial plan aimed at achieving your goals. Only once you are happy and in agreement we will implement the recommendations. We will also agree with you at the outset, how we will be paid for our services. Our service is all about you and how we can help you fulfil all your financial needs.