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Strategic Financial Planning

Our People

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.


Andrew Smith
Andrew Smith, Financial Planner
Tel. 01279 874480
Email. infosenecareid.co.uk
I am a member of the CII 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. I believe in building longstanding relationships and implementing then maintaining sound financial planning.
When I am not working I am a keen international and local rugby union supporter, I also enjoy scuba diving both abroad and in the UK.
Sue Smith
Sue Smith, Office Manager and Client Support
Tel. 01279 874480
Email. infosenecareid.co.uk
I joined David Smith Associates in 1991 as a Personal Assistant and have had a number of roles in the business since, including Financial Adviser.
Liz Pryor
Liz Pryor, Senior Administrator and Client Support
Tel. 01279 874480
Email. infosenecareid.co.uk
I joined Seneca Reid in January 2012, however I have been in the Financial Services industry in various roles since 1989.

Personal Finance

Jean Sheaves, 64, relied on insurance payments after she developed multiple sclerosis and became too ill to work at the age of 40. But her payments stopped on her 60th birthday.
Investors face a two-year wait to see if they'll get any money back from a collapsed investment firm.
New cars will need to have Intelligent Speed Assistance limiters as standard after the European Parliament, Council and Commission approved legislation for them to be mandatory.
We moved into our home in January 2013. On February 7, 2017, South West Water replaced the meter. The supplier's high usage team then advised us that we were using a great deal of water.
You have until April 5 to use your £20,000 cash Isa allowance for this tax year. If you fail to do so, you will lose it for ever as you cannot carry it over to the next tax year.