About Us

We are a firm of financial planning and wealth management consultants, committed to providing objective and comprehensive advisory services to private clients, their families and businesses.

Davison Smith Financial Management was born out of an overwhelming desire to offer something different in response to a glaring need for high quality financial advice.

You may not have to look too hard to find a friend / family member that has had a poor experience with financial advice in the past. In some cases the focus of the ‘advice’ was on selling a plan or policy instead of really understanding the needs and objectives of the individual.

Having identified the major problems that people have experienced in receiving financial advice in the past we set about establishing a business that delivered what people really wanted.

  • Inspiration on key aspects of financial planning for individuals, families and businesses.
  • Truly bespoke financial advice focused on each client’s unique needs.
  • Advice focused solutions not product driven.
  • Innovative ideas and approaches.
  • A service which is proactive and meticulous.
  • Continuous assessment and re-assessment, in order to meet individual needs as they change over time.
  • A long term proposition to ensure consistency in financial advice time and time again.

How do we know that this is what people want? Pretty simple really……we asked them and we designed the business to meet their needs.

Our aim is always to cut through the complexity, understand what our client’s main concerns are and deliver a comprehensive service proposition aimed at resolving these key issues.

The business is based on sound principles of trust, integrity and a genuine desire to deliver results in a meaningful and valued way. We develop lifetime relationships with our clients so that they can enjoy a successful financial management experience, which allows them to relax and focus on what is really important to them.

Choosing a professional as your partner in building wealth and security for your future is one of the most important decisions you will ever make. Please look around our website, take your time, choose wisely and we hope that we can earn the right to work with you in the future.

We look forward to hearing from you and to welcoming you as a valued client of Davison Smith Financial Management.