I’ve worked in the financial services sector since 1998 as a bank manager and financial adviser. I joined St. James’s Place Wealth Management in 2013, before establishing Smithson Wealth Management Ltd, an Associate Partner Practice of St. James’s Place.
I’m committed to offering first-class, honest advice, and to building long-term, trustworthy relationships with my clients.
I offer bespoke financial advice that takes into consideration changing personal circumstances and the fluctuations in the external financial environment. I’m always available to talk and provide regular reviews to check that plans stay current and relevant.
Qualifications and Professional Memberships:
- BA (Hons) Economics
- Diploma in Financial Planning
- The Chartered Insurance Institute