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Documents and Guides

We've created a number of guides to help you in planning for your future.

Sustainability

28 Feb 2023


Sustainability Factors - Investment/IBIPS/Pension Advice
When providing advice, the firm considers the adverse impact of investment decisions on sustainability.

Guide for Dentists

27 Feb 2023

On the 27th of March we'll be launching our guide for dentists titled 'Building Towards a Successful Exit'.

Terms of business

1 Feb 2024

Our Terms of Business outline the basis on which we provide services to our clients. Please ensure that you read this document carefully.

Privacy Statement

1 Jan 2023

How we collect and use your personal data

Our Remuneration

1 Jan 2023

Where a specific product is recommended, we, SMP Financial LTD, act as intermediary (broker) between you, the consumer, and the product provider with whom we place your business.

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