Smart Advice Financial Solutions
Financial Services • 
Bath, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | The Victoria, Millmead Road, Bath, BA2 3JW, GB |
| Phone number | +448081966111 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Mortgages, Pensions, Business Protection, Shareholder Protection, Income Protection, Life Insurance, Wealth, Protection, Equity Release, Key Person Insurance, Critical Illness Cover, Family Income Benefit, Buy To Let Mortgages, Business Loan Protection, Hmo Mortgages, Contents Insurance, Relevant Life Insurance, Buildings Insurance, Later Life Lending, Limited Company Mortgages, Portfolio Buy To Let Mortgages |
| Founded | 2011 |
| Employees | 21-50 |
| Socials |
Key Contacts at Smart Advice Financial Solutions
Marc Mylum
Director
Sarah Best
Financial Services Director
Katie Belizaire
Operations Director
Simon Fenner
Sales Director
Smart Advice Financial Solutions Email Formats
Smart Advice Financial Solutions uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@smartadvicefs.co.uk), used 76% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@smartadvicefs.co.uk | 76% |
{first initial}.{last name} | j.doe@smartadvicefs.co.uk | 24% |
About Smart Advice Financial Solutions
Whether you are looking to arrange mortgage finance, the relevant insurances that go alongside this or review your pensions and investments, we are able to guide you through the process from start to finish and beyond. At Smart Advice Financial Solutions we are dedicated to creating a meaningful, long-term relationship with you that is based on understanding your individual circumstances and desires for the future as well as your immediate needs. We are conscious that circumstances change throughout life and we are always on hand to help you adapt to those changes. Smart Advice Financial Solutions are a team of proactive, professional yet friendly industry experts who are committed to providing an exceptional service for you, our client. We understand that everyone is different in terms of what is important to them and, as a result, our advice and financial solutions are bespoke to each individual. As a team of highly experienced advisers we are fully aware that for every financial question there is a financial solution. Get in touch for advice on All Things Finance.
Smart Advice Financial Solutions revenue & valuation
| Annual revenue | $3,251,090 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Smart Advice Financial Solutions has 23 employees across 4 departments.
Departments
Number of employees
Funding Data
Smart Advice Financial Solutions has never raised funding before.
France
Canada
Spain
Frequently asked questions
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