Business Details
21 Years
experience
Trusted Financial Advisers in Swadlincote Since 2005
Great British Finance was established in 2005 and operates from Swadlincote Town Centre. Our approach focuses on building long-term relationships through understanding client aspirations and delivering tailored financial solutions. With advisers across the Midlands, we offer flexible consultations and private meeting rooms to accommodate client needs. Our services span financial planning, retirement strategies, mortgages, and estate management, supported by a commitment to ongoing review and adaptation.We prioritise client education and transparency, ensuring clarity in navigating complex financial decisions. Regulated by the Financial Conduct Authority, we maintain rigorous compliance standards while delivering accessible, localised expertise.
Services
Financial Planning
Mortgage Advice
Retirement Strategies
Estate Management
Wealth Protection
Investment Guidance
Details
- Year established: 2005
Highlights and features
- Established in 2005 with local Swadlincote expertise
- Personalised financial strategies tailored to individual needs
- FCA-authorised and regulated for professional standards
- Flexible consultation options across Midlands locations
- Comprehensive service portfolio covering all financial life stages
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We create tailored financial roadmaps aligned with personal goals and life stages. Our systematic approach covers cash flow analysis, risk management, and investment optimisation. Clients benefit from ongoing monitoring to adapt strategies to changing circumstances and market conditions.
Mortgage Advice
Specialist guidance covering residential and buy-to-let mortgages, including re-mortgaging and equity release solutions. We assess market options to secure competitive rates while considering long-term financial implications for clients.
Retirement Planning
Comprehensive retirement solutions including flexi-drawdown options and annuity considerations. We help clients optimise pension pots while ensuring tax-efficient income streams for post-retirement life.
Estate Management
Specialist services covering will creation, lasting powers of attorney, and trust arrangements. Our approach ensures clients' wishes are legally documented while minimising inheritance tax liabilities through strategic planning.
Wealth Protection
Insurance solutions including life cover, critical illness protection, and income replacement plans. We design safeguarding strategies to protect clients' financial security against unforeseen circumstances while maintaining affordability.
People
Kevin P Smith
Director/Owner
Certified financial planner with extensive industry experience. Leads client advisory services while maintaining regulatory compliance standards. Focuses on strategic business development and client relationship management.
Shirley A Billings
Director of Business Services
Manages operational aspects of the business alongside Kevin Smith. Ensures efficient service delivery while maintaining high standards of client support and administrative oversight.
David O'Carroll
Mortgage Adviser
Specialises in residential and buy-to-let mortgage solutions. Provides expert guidance on property financing options while ensuring alignment with clients' broader financial objectives.
Christian Moore
Financial Adviser
Offers comprehensive financial planning services with particular expertise in investment strategies and retirement planning. Focuses on delivering tailored solutions that meet individual client needs.
David Taylor
Financial Adviser
Dual-qualified professional providing integrated financial and mortgage advisory services. Specialises in helping clients achieve property ownership goals within their overall financial plans.
Questions
What financial services do you specialise in?
We specialise in financial planning, mortgage advice, retirement strategies, estate management, and wealth protection solutions tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 431032.
How can I schedule a consultation?
Contact us via phone or email to arrange a convenient time. We offer flexible appointments at our Swadlincote office or local venues across the Midlands.
Do you offer online account management?
Yes, we provide secure customer login access for document sharing and account information management through our website.
What areas do you cover?
While based in Swadlincote, we serve clients across Derbyshire and the wider Midlands region with both in-person and remote advisory options.
How do you charge for your services?
Our fee structure varies by service type. We provide transparent cost information during initial consultations, with no hidden charges for standard advisory services.
