THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON ESTATE PLANNING AND TAX PLANNING.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

The team

Meet our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Neil SmithDirector and Principal Financial Adviser

Neil has been a Financial Advisor since 1997 working mainly in the areas of Investments, Pensions, Life Cover, Estate Planning and Corporate Financial Planning. Listening and understanding client’s needs to provide holistic or individual needs financial guidance.

Neil is happily married to Steph with their two sons Ben and Tyler.

Pastimes include Golf and Family Time.

E: neilsmith@accumafp.com T: 07712009673

Jason MooreDirector and Principal Financial Adviser

Jason has been in Financial Services since 1986, offering his clients advice on investments and savings, retirement planning and annuities, personal and business protection, long term care fee planning, mortgage and insurance.

Jason holds the Financial Planning Certificate awarded by The Chartered Insurance Institute and the Certificate in Mortgage Advice and Practice issued by the Institute of Financial Services.

Jason lives in Abington, Northampton with his wife Kerry and two daughters Alice and Abigail.

Pastimes include a regular round of golf and holidays abroad and in the UK.

E: jasonmoore@accumafp.com T: 07785767214

Steph SmithParaplanner

Steph has been working alongside her husband Neil since 2007 as his personal paraplanner including some of the day to day operations of the firm. She holds CII certificates in Protection, Investment, Ethics & Regulations and Pensions.

Steph enjoys time with the family & friends, reading, cooking and time in her garden when the English weather allows it.

E: steph@accumafp.com T: 01604 497577

Ben Smith BA Hons, DipPFS, CII (MP)Financial Adviser

Ben graduated from the University of Northampton with a BA degree in financial services in 2013. Since then Ben worked as part of the team as an Administrator before becoming a qualified Financial Adviser in March 2018.

Ben offers advice on Investments, Pensions, Mortgages & Protection.

Ben is a keen golfer and footballer.

E: bensmith@accumafp.com T: 07850458848

Company address: Accuma Financial Planning Ltd, Suite F8 Moulton Park Business Centre, Redhouse Road, Northampton, UK, NN3 6AQ

T: 01604 497577 E: accuma@accumafp.com

Accuma Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Registration details:
Suite F8, Moulton Park Business Centre Redhouse Road, Moulton Park, Northampton, United Kingdom, NN3 6AQ
Registration number: 10135415
Registered in: England & Wales