Wasn’t sure if I was able to retire, Jeff spent time with me looking over my existing investments and put together a great plan, he was patient in explaining everything and a pleasure to deal with. I hope to be staying with the David Smyth Practice - highly recommended.
February 2024
Open and transparent in discussions, with full explanations of the potential implications of our choices. Friendly and easy to work with, and minimal jargon!
February 2024
Jeff has been very attentive and thorough in his provision of financial advice. I had a number of policies that I wasn't managing well. Jeff helped me get these in order and in a position to easily monitor them. Jeff has been very proactive in following up on queries or deadlines.
