Tel: 020 8508 0156
David is 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 and recently received an award for achieving 50 years membership. 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 was a qualified Football Referee for 50 years, before being forced into early retirement due to injury and he is the local Chartered Insurance Institute Golf Secretary and Organiser.
Kerry has achieved her Diploma in Regulated Financial Planning and is also regulated to provide Mortgage and Equity Release advice.
Kerry received the SHOPPER'S CHOICE award and achieved an excellent rating for protection advice in the Financial Adviser Mystery Shopper section.
Kerry works closely with Chris Maycock and James Smith and has worked at David Smith Financial Services for almost 30 years.
Outide the office Kerry 'enjoys' watching West Ham.
Helen has worked at David Smith Financial Services since 1997. She is a qualified administrator which is her main role in the Office. She deals with all aspects 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.
Janice is the office manager and 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.
Ollie is our newest member of staff who joined us in 2019. He recently graduated from the University of Manchester with a 2:1 BA (Hons) Modern History with Economics. He is currently studying towards his Diploma in Financial Planning.
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 over 32 years of experience in dealing with individuals and businesses in all aspects of financial planning – investment advice, pension and retirement planning, trust advice, protection, tax planning and equity release.
Outside the office, Ian is a qualified Tennis Coach and a member of Theydon Bois Tennis Club for over 40 years. He represents Essex and England in badminton and has been the Masters National Badminton Champion. He is also a keen golfer, and still tries to keep up at the weekly 5 a side.
When not at work, playing sport or walking the dog, Ian has been a Sunday School Teacher, Musician and Mentor, and is on the committee of Essex Badminton.
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.
Huda Norris has FPC1 qualification and over 20 years experience in administering life and pension business
Huda is also PA to David Smith.
James joined the company in 2015 and has achieved his Diploma in Regulated Financial Planning and is also regulated to provide Mortgage and Equity Release advice.
James works closely with Chris Maycock and Kerry Draper, and is currently working towards his Advanced Diploma in Financial Planning.
Outside the office James enjoys playing tennis, football and golf, as well as representing Essex at badminton.