WHO ARE WE?

The David Smyth Practice is a family run team of financial planners and operation staff that has been providing holistic financial advice to individuals and businesses of all sizes since 1997. Based in the Belfast Metropolitan Area, we pride ourselves on our highly personal service, offering face-to-face advice and tailoring bespoke financial solutions to our clients needs. So, whatever stage of your life you’re at, from buying your first property, saving for family to your retirement options and beyond, we’re here to help.

Our philosophy is built on mutual trust and transparency. We think that financial planning is not the sole preserve of the mega-wealthy, but a commodity that is invaluable every step of the way.

We are committed to finding the most appropriate strategy to help you achieve financial freedom and flexibility. We recognize that needs and circumstances naturally evolve over time, making it essential to update your financial plan accordingly. Through ongoing regular reviews, we ensure that your financial strategy adapts to your changing goals. Let us support you in navigating your path to a secure and flexible financial future.

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So whether it’s pension and investment planning, protection advice or mortgage guidance that’s required, we’re passionate about embracing and safeguarding our clients’ interests as if they were our own.