Financial services

How we can help with personal financial services

Financial services is now strictly regulated and providing independent financial advice requires specialist knowledge. We have close contact with many such people to ensure you receive the advice you need covering areas such as…

  • Pensions
  • Life assurance
  • Investments
  • Critical illness
  • Income protection
  • Mortgages
  • Elder care
  • Private medical
  • School fees planning

For more information on financial services, contact us.

“Smith Butler have always provided me with an outstanding service over very many years. I have never found Jason’s team to be anything else other than 100% totally professional at all times and extremely responsive on matters of business urgency. Not only that Smith Butler’s expertise has proved over and over again to deliver into my business excellent tax efficient solutions year after year.

Kevin Ulyett


Why choose us?

Unlimited phone support

Unlimited free meetings

FREE initial tax review

Work on time every time

Fixed fees

Monthly tax tips by email

Friendly and approachable

All clients treated equally

FREE annual financial checkup

Cloud software specialists

Want an initial talk that won't cost you a penny?

You can reach out to us with your accountancy or business query on the phone, over email, through our website or even on social media if you're that way inclined. You’ll get an honest response and that won't cost you anything.