About Us
About Us
Great British Finance was established in May 2005 and is privately owned. Kevin P Smith is the Director of Great British Finance Ltd. It is a rapidly expanding, financial services company, directly authorised and regulated by the UK Financial Services Authority. The company maintains particular attention to a professional and ethical approach, thus helping it to win many new customers via recommendation throughout the UK and further a field
Our principle business is independent financial advice and planning via our qualified advisers based throughout the United Kingdom.
Great British Finance continues to grow through retention of existing clients, referral business and our large online presence. If you know someone that could benefit from our services, tell them about Great British Finance, you can be assured they will be in safe hands.
What will Great British Finance do for you?
Great British finance has invested heavily into technology to ensure we have the ability to provide you with, what we consider to be an essential service level. We are committed to "treating customers fairly" and keeping you informed on a regular basis on how your investments are performing. As a result we now have a client area on our website, see link on the left of the page, where you can view and obtain a real time valuation on your holdings online anytime.
By opting into our actively managed Portfolio's that are available with certain providers, we will review the recommended funds held within these Portfolio's on a quarterly basis with a view to switching any underperforming funds at least every six months. We will ask you to sign an agreement each time we recommend a fund switch takes place. The recommended switches will not be carried out unless this form is returned to us. As part of this option we will also carry out a rebalancing on your investment every 12 months, again subject to your written agreement. Finally, in order to ensure that you are always investing at the correct level of risk to suit your circumstances, we will ask you to complete a Risk Profile Questionnaire annually. Based on the answers you provide, this will enable us to maintain your investment in the appropriate Portfolio and make any necessary changes. Again, in order to switch your money if your circumstances do change, we will require your written agreement.
It is our intention for the aforementioned process to be carried out without exception; however, if for some reason we do not contact you as outlined above, ultimately it is your responsibility to notify us and we cannot be held responsible for the performance of your investment.