Richard Smith
Basic Information:
Name:
Richard Smith
Address:
43 Gledhow Lane
Leeds
Yorkshire
LS8 1RT
Leeds
Yorkshire
LS8 1RT
Phone:
0844 803 1332
Fax:
unknown
Email:
Website:
Area(s) of Business:
Financial Services & Advice - Independent Financial Advisor
Year Established:
1988
Company:
Sole Trader - Independent Financial Adviser (whole of market ), trading since 1988. I can advise in all areas of financial advice. I believe in either face to face or over the telephone for advice. We can meet in my offices in Leeds or can visit.
Staff:
I have one secretary and part time administrator.
Areas of Business (Products / Services):
All forms of mortgage advice. First time buyers, re mortgages, purchase with 130 or so lenders to choose from. Life assurance, Critical illness, Health Insurance, Sickness Insurance, Pensions, Investments, Long term Care, Re mortgages, Buy to Let, Various Trusts and Wills.
Fees:
Either commission, fees or mixture of both. Initial Consultation free. Hourly rate about £100 per hour. All discussed upfront.
Memberships / Accreditations:
Member of Positive Solutions which is regulated by the Financial Services Authority. Have Financial planning Cert' and CEMAP.
