Summary
Dr David Smith Financial Services Ltd is a Halifax-based holistic financial planner. It was first authorised by the FCA in 2026. It has permissions related to investments and pensions.
Timeline
19 January 2026
First authorised by the FCA
19 January 2026
Permission update: Advising on Pension Transfers/Opt Outs
19 January 2026
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
SMF17 Money Laundering Reporting Officer (MLRO)
Mrs Rebecca Elicia Standeven
email@company.com+44 20 0000 0000
FAQ
Explore more public profiles and role directories.