Our Advisers

Find out about our professional and experienced advisers - who they are, how they can help you and how you can contact them.


David Smith


David has been providing financial advice to his clients since 1987 and has developed strong professional bonds with many of them.  He has achieved the coveted status of ‘Chartered Financial Planner’ to demonstrate his knowledge and experience.

David is a huge sports fan, attending regular Premiership football games and fitting in a round of golf, when time allows.

David also enjoys travelling the world with his wife Paulette.

Andrew McKay


Andrew lives with his partner and family in rural Suffolk.  He has been providing financial advice since 1994 and works hard to ensure all his clients receive the very best service available.  He specialises in investment management and pre and post-retirement planning.

Andrew is a member of the Chartered Insurance Institute (CII) and holds the Diploma in Financial Planning.

Andrew is a long-time follower of football, motorsport and cricket and enjoys playing golf in his spare time.