Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Financial Protection

Mortgage Advice

Location

Based in

Sunderland

Covers

Tyne & Wear

David Smith

Mortgage and Protection Adviser

I have 38 years’ experience in the industry. 25 years as a financial adviser and the last 13 years a mortgage adviser including 12 years as an equity release adviser.

I am able to advise on residential mortgages, BTL mortgages and equity release mortgages.

I aim to provide a friendly but professional service to new and existing clients.

Expertise in

Financial Protection

Mortgage Advice

Location

Based in

Sunderland

Covers

Tyne & Wear

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