“Over the years, I have been able to depend on Dale, not only to point me in the right direction, but also to save me money. Any initial scepticism I had quickly disappeared. Nothing is too much trouble.

If you’re looking for friendly, financial advice, look no further.”

Ann Atterbury

“To whom it may concern ......I wish to convey my thanks to Dale Smith for his honest, sound and friendly advice. I came across Dale over 10 years ago having been treated very poorly by a so-called adviser. I was sceptical to trust another advisor at the time but immediately Dale got a grasp of my requirements and started to help me.

Whenever I have needed to speak to him or meet him he has been available. He is extremely knowledgeable about his work, he listens and advises but does not force any ideas on me.
Considering the position I was in a few years ago, I could not have wished for better advice.”

Andrew Layton