Our mission is to be the trusted family adviser for our clients, delivering peace of mind and maximising financial potential through enduring relationships based on trust and integrity, whilst building a business where employees can learn and prosper.
We are committed to putting our clients at the heart of everything we do, to developing long-term relationships and to provide positive client outcomes. This is achieved by ensuring that we understand the individual needs of each client, and by implementing bespoke financial plans to address those needs.
Lifestyle Financial Planning is at the center of our proposition. This style of planning, where we take the time to understand your goals, what is important to you, and what your financial plan really needs to deliver for you, allows us to best deliver your objectives and secure your financial future.
To do this we provide holistic advice across a wide range of services and utilise cashflow modelling to build a forward-looking financial plan that is bespoke to you and your family’s financial situation. This model is regularly updated and forms the foundation for future review meetings.
Dan
I have been working in Financial Services since 2015 after graduating from Liverpool University with a Master’s Degree in Finance. Since then, I have become a Fellow of the Personal Finance Society and achieved Chartered Financial Planner status, showcasing my expertise and commitment to supporting clients and providing truly holistic financial advice.
At SME, my main focus is providing expert financial planning that creates real value to clients and helps them achieve lasting financial success. My approach is all about making financial planning straightforward, so you can enjoy life with confidence in your financial future.
Originally from Wolverhampton (and a lifelong Wolves fan!), I now live near Sefton Park in Liverpool. When not at work, you’ll find me out running or cycling, where I’m probably training for my next marathon/cycling event!
Ian
I am a Chartered Financial Planner and Fellow of The Personal Finance Society and have been working in financial services since 1996, the majority of this time spent as an Independent Financial Adviser.
I work with my clients to develop a financial action plan that enables them to identify and achieve their financial objectives and give them the peace of mind that having a regularly reviewed plan of action in place brings. I enjoy building a long term relationship with my clients, having worked with some for approaching twenty years.
I live in Cheshire with my wife, our two sons, and Tibetan Terrier Coco. I enjoy running, watching sport, and I am a member of Warrington Golf Club where I am fighting a losing battle to keep my handicap in single figures. I am a Brummie by birth and as an Aston Villa fan I am enjoying our recent upturn in fortunes.
Jonathan
I am a Chartered Financial Planner and have been working in financial services since 2013, following the completion of my degree in Business Economics at Liverpool John Moores University.
I very much enjoy my role, and it gives me great satisfaction to deliver a financial plan to clients that enables them to live the life that they want to.
Outside of work, I live in South Liverpool with my partner Laura and young daughter Emma and spend most of my time chasing after her. When I do have some free time, I enjoy watching Liverpool FC, attempting to cook, and seeking sunshine abroad!
Want to know more?
To find out more or to arrange a meeting with us, please call
07875 074581, or email enquiries@smewealth.co.uk