Smith Taylor Associates Limited

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	smith-taylor.com
NAICS	52
Keywords	Investment Planning, Retirement Planning, Financial Planning, Cashflow Forecasting, Mortgage Advice, Protecting Your Family And Your Business
Founded	2024
Employees	1-10

Key Contact at Smith Taylor Associates Limited

Laura Shufflebotham Dippfs

Director - Financial Planner

Smith Taylor Associates Limited Email Formats

Smith Taylor Associates Limited uses 1 email format. The most common is {first name} (e.g., john@smith-taylor.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@smith-taylor.com	100%

About Smith Taylor Associates Limited

At Smith Taylor Associates our aim is to provide friendly financial advice to individuals, businesses and families. For our clients, we help them reach their financial goals through providing holistic financial planning. We can help with planning for retirement, savings and investment management, inheritance tax and legacy planning. Protecting you and your family financially via income protection, life cover and critical illness plan options. We are here to help you plan for the financial future you want. Smith Taylor Associates is a trading name of Smith Taylor Associated Limited, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 08/1/2025.

Smith Taylor Associates Limited revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Smith Taylor Associates Limited has never raised funding before.

Frequently asked questions

Smith Taylor Associates Limited is located in XX.

Smith Taylor Associates Limited was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Smith Taylor Associates Limited has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Smith Taylor Associates Limited

Laura Shufflebotham Dippfs

Director - Financial Planner

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