Smailes Goldie Financial Management Limited
Investment and advice, Wealth/investment advisor
Smailes Goldie Financial Management Limited, Regents Court, Princess Street, Hull, East Yorkshire, HU2 8BA
Summary
Smailes Goldie Financial Management Limited is a Hull-based wealth/investment advisor. It was first authorised by the FCA in 2026. It has permissions related to insurance, investments, and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Paul Smith)
Role appointment: [FCA CF] Client dealing (Mr William Dann)
Role appointment: [FCA CF] Client dealing (Shane Michael Jarman)
Firm permissions
CPD4 - Personal recommendation on retail investments (not broker funds)
Shane Michael Jarman
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr William Dann
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Jeffrey Grantham
CPD4 - Personal recommendation on retail investments (not broker funds)
Paul Smith
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Jeffrey Grantham
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Shane Michael Jarman
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr William Dann
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Paul Smith
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Paul Smith
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Jeffrey Grantham
FAQ
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