Service Rating
61 reviews

Philip Smith

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Specialisms

  • Self employed Mortgage
  • First-time Buyers
  • Equity Release & Later Life Lending
  • Personal and Business Protection
  • Home Movers
  • Remortgages
  • Bad Credit Mortgages
  • Buy-to-Let Mortgages including Portfolio Landlords and Ltd Company

About Philip Smith

Specialisms

I am an experienced adviser and have been providing advice for 9 years.  I have had many a varied role in the financial services industry which has enabled me to obtain a wealth of knowledge and experience.  Industries include insurance, investments, and the housing market.  Having worked in a client focused environment for many years, combined with a flexible attitude and the highest of standards, means that I am passionate about delivering a first-class service for clients to suit their needs.

I will not only assist with your mortgage requirements (all aspects of residential, buy to let and holiday home mortgages), but I am also a specialist in personal and business protection to make sure that you, and your assets are protected.

Personal:

Away from work, my passion is football and golf.  

Qualifications:

Cert CII (MP & ER) – Mortgage Advice Qualification

BSc – Degree in Business management & Accounting

R01 – Financial Services, Regulations and Ethic

R05 – Financial Protection

RO3 – Personal Taxation

CF6 – Mortgage Advice 

CeRER – Equity Release