Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
I am a member of the CII, the PFS and have also been ISO 22222 certified since the 20th September 2013, certified by Standards International based in the UK. I first worked in financial services in 1991 for David Smith Associates, a family business. I took over from David in December 1999.
When I am not working, if I am not doing something with my family, I am a keen international and local rugby union supporter and also enjoy scuba diving both abroad and in the UK.
John has been working in financial services since 1985 and for many years
has concentrated on property finance, family and mortgage protection.
He believes in building good relationships with clients and genuinely
enjoys helping them achieve their goals. It is evident that clients value
John’s advice by their regular referrals to family and friends. He is
pleased to now be helping the next generation of many of his clients.
John has always believed that providing efficient administration and
strong on-going service is as important as the initial advice given