WHO WE ARE

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.

 

The David Smyth Practice is committed to unearthing the simplicity in achieving financial freedom and flexibility. As needs and circumstances will inevitably change over time, we believe it is important to ensure that your financial plan changes too via regular reviews on an on-going basis.

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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.