About Us
Smailes Goldie Financial Management Limited (SGFM) is an associated company of Smailes Goldie Chartered Accountants.
The Company was established in 2003 to provide professional independent financial advice to the clients of the accountancy firm. However, the service is also available to any individual, family or business who requires a high level of advice and service.
Financial advice is either provided or supervised by Jeff Grantham who has over 20 years experience in the industry and has extensive knowledge in all aspects of financial planning.
Our core business is advice driven. However, we also offer an execution only service which enables us to take your instruction and act on your behalf to purchase policies or investments without advice being sought or given. This involves less of our time, so we are usually able to provide discounts on your purchase.
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daily quote:
“ I believe that every right implies a responsibility; every opportunity, an obligation; every possession, a duty. (John D Rockefeller Jr) ”