Tel: 020 8508 0156
Email: enquiries@dmbsmith.co.uk
Our Staff
David is Senior Partner, a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute. He is also a qualified Mortgage Advisor.
He is also currently Chairman of the Fellowship Assessment Board of the Chartered Insurance Institute. In the past, he has been Regional Chairman of the British Insurance Brokers Association and an elected member of the Insurance Brokers Registration Council.
David specialises in advising both private and business clients on pensions, lump sum investments, trust and tax planning linked to financial advice.
Outside of the office, David is a church leader and Treasurer of his local church. He is also an active qualified level five Football Referee and is the local Chartered Insurance Institute Golf Secretary and Organiser.
Kerry has passed her FPC 1, 2 and 3 exams and is a holder of the Certificate of Mortgage Advice and is fully qualified to arrange residential mortgages, buy to let mortgage and Lifetime mortgages. She is now working towards her Diploma in Financial Services.
Kerry has over fifteen years experience in administering life and pensions business and over five years mortgage business experience and is the main contact for Life and Mortgage business.
Kerry has worked at David Smith Financial Services for over 20 years.
Helen has worked at David Smith Financial Services for 14 years. She is a qualified administrator which is her main role in the Office. She deals with all aspect of client servicing and enquiries.
Helen works alongside David in the administration of the CII Golf Days and the Chartered Insurance Institute Election to Fellowship.
The annual ‘Secret Santa’ draw is also her responsibility which she endeavours to draw mid way through October against protests of being too early!!
Janice keeps the office running, dealing with all our IT issues – computers, telephones, post, printing and account settlements.
Janice has worked with David Smith Financial Services since 1996.
Ian has been with David Smith Financial Services since 1987 and holds the title of Chartered Financial Planner, making him one of a small number of advisers in the country to hold this prestigious title.
Ian has years of experience in dealing with individuals and businesses in all aspect of financial planning – investment advice, pension planning, trust advice, protection tax planning and mortgages.
Outside the office, Ian is a Sunday School ‘musician’ and teacher, and is a county badminton player, as well as being on the committee of his local tennis and badminton clubs and a qualified tennis coach.
Chris has worked in the Financial Services Profession since 1976. He holds the Advanced Financial Planning Certificate and the title of Chartered Financial Planner.
Chris has a wealth of knowledge accumulated from his years in the industry, and is a member of the Personal Finance Society. He is able to deal with all aspect of financial planning for individuals and businesses.
Outside of the office Chris is a keen golfer now his footballing days are over and once scored the winning goal for Dagenham FC at Wembley in the 1980 FA Trophy final.
Noreen has been involved within Financial Services since 1991, her background has included working for the Regulators FIMBRA and PIA. She has obtained the FPC1, FPC2 and FPC2 qualifications.
Her role now involves assisting Chris Maycock on the administrating of all Investment, Pension and Life business.
Huda Norris has FPC1 qualification and over 20 years experience in administering life and pension business. Huda is also PA to David Smith Senior Partner.
