SMP Financial LLC

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Appointed a partner of SMP Financial in July 2012, Simon has had diverse experience in start-up companies, financial advice, consulting and client relationship support. He has over 7 year’s experience in the Financial Services Industry having previously worked in Barclays Capital, where he worked as a Corporate Analyst / Corporate Manager. In 2010, he joined Canada Life where he gained particular expertise in Pensions and Investments.

Term assurance or Level term life insurance as it may also be referred to is most commonly used to provide a lump sum on the death of the insured person. This money may be used to pay off loans held by the insured or be invested to provide a replacement income for their family. In certain instances a term assurance policy may be specified to provide an income on death for a predetermined period instead of a lump sum. This can be most valuable in providing a clear and simple solution in planning for supporting dependants.

Life insurance is about preparing for the unexpected, it’s not something you will ever miss when things are going smoothly but it is something that you will greatly appreciate if things go wrong. You will only ever have to call on a life insurance policy in the event of a life changing event for you, your family or your close associates. This is why we believe that life insurance is about prudent planning, it’s about preparing in advance to make unpleasant events more bearable and remove unnecessary stresses and strains when they are least welcome.

As the old adage goes, “Failing to plan is planning to fail”. Nowhere is this more true than in the world of personal finance. At SMP Financial we provide a comprehensive personal financial planning service. We take the time to get to understand you goals and aspirations, your current circumstances both financial and personal. We will then advise on specific matters or assist in preparing and implementing a broad plan.

Appointed a partner of SMP Financial in May 2012, Alan brings with him 6 years of experience in financial services. This includes previous employment with Statestreet International and Capita Financial. In 2010 Alan joined Canada Life expanding his knowledge in financial planning and client relationship management, specifically in the corporate area. Alan has a BA in Business Management and is APA accredited to advise in Pensions, Investments, Life Assurance and Loans. He is currently completing the QFA diploma. In his spare time Alan enjoys politics and current affairs.

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