SR Smyth: trust our experience

We see ourselves as your partner for all asset management issues. We develop a tailor-made, integrated concept that is based on your requirements. We focus on the long-term, rather than the short-term success of your investments. The following points indicate some of the areas in which we can assist you.

Retirement Planning

Is more important than ever with people living longer and legislation constantly changing.

It is important to consider your pension needs at an early stage and become acquainted with the versatile options currently available.

The options at retirement are now numerous and we have the experience to advise accross the range.

 

 

Investment Advice

ISA's, Bonds, Unit Trusts, OEICs, National Savings, Low Risk, High Risk, Capacity for loss etc etc.

The options are numerous. We can help explain the differences and advise relative to your personal circumstances.

 

Insurance

"Never buy insurance you don't need" is our motto.

We regularly come accross clients who have policies that they either don't understand or don't need or in some cases both!

The big question is "how much cover does one need?"

We are happy to discuss existing arrangements and make recommendations.

 

We are located at:

 

29 Railway Road

Coleraine

BT52 1PE

Contact us today!

If you have any queries or wish to make an appointment, please contact us:

 

028 70326665 028 70326665

sammy@srsmyth.co.uk

 

Or use our contact form.

Get social with us.

Print | Sitemap
© SR Smyth IFA