About Martin Smith IFA Ltd:

At Martin Smith Independent Financial Adviser Limited we aim to exceed expectations. All of us here take home with us a huge sense of pride in what we do. But that's easy to say. Do we deliver ? May we suggest that you take a quick look at our Client Comments page.

We are a small local firm who work hard to give our clients the best in personal service. We want to be different and recognise that each of our client's are just that.

Our Grade II listed office is in Aylsham. However, don't feel that you have to visit us; home visits are always available if you find that easier.

This web site will never allow us to really show what we bring to Financial Advising. Please browse around the site to find what you are looking for. We hope that you will want to discover more, so simply contact us to begin what we believe will become a relationship of trust and friendship.

“Delivering Expertise and Professionalism in an ever-changing world."

Investing

Not just making new investments but also reviewing how your existing one's are doing. You may be looking for better monthly income or perhaps seeking to grow a lump sum that you have acquired. Do you like to experience risk or are guarantees and protection more your cup of tea?

Inheritance Tax

One of my favourite area's. Is IHT going to be relevant for you? If it is, how can you plan for it? Some forms of Inheritance tax planning are not regulated by the Financial Services Authority.

Savings

if you are wanting to set money aside for the future, how best to go about building up that nest egg. Is a Pension the right way to go or are there other options that are better suited to you?

Protecting

...who matters the most ~ Especially if you have young children, we have a moral obligation to ask you what “safety nets" you have in place. Insurances can come in all shapes and sizes. The costs are often much cheaper than you'd first think. And if you've already got insurances in force, are you getting good value for your premium?

Equity Release

“You can't just sell your kitchen" I was one told. How true, but if you want to turn some of the value of your home into cash, then Equity release schemes could be of interest. If you have a family, we always like to suggest that you involve them in this area of planning. We do not provide full advice on this area. For full advice we will refer clients on to a third party.

Care Cost Planning

Too often we find that our life's savings are gobbled up to pay for our costs of care, leaving our families with far less than perhaps we would have wished for. We can explain the rules surrounding Care Costs and help you to understand how they may impact upon you and your loved ones.

Probate, Attorney & Wills.

We are keen to offer these important services to our clients. So much so that we have set up a unique Company to focus on it. Martin Smith Probate, Attorney & Wills Ltd has spent time researching the views of local people. This has shown us that frequently, the cost of using a Solicitor is usually higher than many people feel is reasonable. All too often we hear feedback that the time taken to complete tasks is far longer than one would have hoped for. We address those very concerns head on. So if you need to obtain Probate, or write a Will or want to put a Power Of Attorney in force, do contact a Solicitor. Do ask them about fees and timescales. And then talk to us. We have an impressive reputation and want you to get a better service and far better value for money. You will find that your wishes are respected and your expectations exceeded when allowing us to help. The products and services promoted here are not part of Financial offering and is offered in our own right. Financial Limited accept no responsibility for this aspect of our business. These products and services are not regulated by the Financial services Authority.

Trading Since

2011

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