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At Great British Finance, we pride ourselves on being a locally owned business, based on the High Street in Swadlincote Town Centre, with a commitment to creating a meaningful, long-term relationship with each of our clients. Established in 2005, we understand that everyone's financial journey is unique, and that's why our financial planning approach is tailored to your individual needs and aspirations.

Our Commitment to You

We are a company of action: proactive, professional, and committed to creating long-term success and financial progression for our clients. Our team of expert financial advisors, located in our Swadlincote office and across the Midlands, are dedicated to getting to know you and your financial goals. We believe that a deep understanding of your financial situation is essential to providing you with personalized guidance and tailored recommendations.

Our Services

At Great British Finance, we offer a comprehensive range of financial services designed to help you achieve your financial goals. Whether you're looking for advice on savings and investments, retirement planning, mortgages, or protection, we can help. Our services include:

  • Savings and Investments: We offer expert advice on ISAs, Unit Trusts, Onshore & Offshore Investment Bonds, and more.
  • Wealth Management: We can help you manage your wealth and make the most of your investments.
  • Retirement Options: Whether you're nearing retirement or already retired, we can help you explore your options and make informed decisions about your pension and retirement savings.
  • Mortgages: We can help you find the right mortgage for your needs, whether you're buying or re-mortgaging.
  • Protection: We can provide expert advice on life insurance, critical illness cover, income protection, and other types of protection.
  • Wills and LPAs: If you're considering making a new will or updating an existing one, we can help with that too.

Our Expert Team

Our team is made up of experienced and qualified financial advisors, each with their own area of expertise. From mortgages to investments, and from retirement planning to protection, we have the expertise and knowledge to help you achieve your financial goals. Meet some of our team members below:

  • Kevin P Smith, Director/Owner/Financial Adviser
  • Shirley A Billings, Director of Business Services/Owner
  • David O'Carroll, Independent Mortgage Adviser
  • Christian Moore, Dip FA, Financial Adviser
  • David Taylor, Dip PFS Cert CII (MP), Financial Adviser/Independent Mortgage Adviser
  • Ian Naylor, Cert CII Dip PFS, Financial Adviser/Independent Mortgage Adviser
  • Andy Mottershaw, Dip PFS, Financial Adviser
  • Mark Carr, Dip PFS, Financial Adviser/Independent Mortgage Adviser
  • Daniel Hamson, Dip PFA, Financial Adviser
  • Ian Billings, BSc (Hons) Cert CII (FS), Compliance Support
  • Anne Dennis, Administration Support/Compliance Support

Get in Touch

If you're looking for expert financial guidance and advice, we're here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

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