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Ian Smith Financial Planning

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Ian Smith Financial Planning

Overview:

Over 20 years experience in assessing individual or Company financial situations and providing solutions.

We, ourseleves, expect a personal, friendly, jargon-free service with traditional values, why shouldn't our clients.

Many of our clients are longstanding and regularly recommend our services to others.

Can we help? We will try our very best, however until we understand the nature of your requirements - we don't know. The good news is that the meeting or discussion to ascertain your needs is free of cost or charge. Any subsequent work for which we are engaged can be paid by way of fee, commission or combination of both. Either way you will be informed prior to commencement.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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