Meet our advisers

Andrew Smith

Andrew Smith (1)

Andrew Smith DipPFS

Independent Financial Adviser

About me

I am a Chartered Financial Planner with 30 years industry experience. Previously, I ran my own successful business with colleagues before selling to AFH in 2013.

I work with my clients to help them grow, protect, enjoy, and pass on their wealth. I seek to do this by understanding their needs and providing plain English solutions, whilst maintaining strong relationships.

I am authorised to provide advice in the following areas:

  • Protection planning – both personal and corporate
  • Investments - individual corporate trusts and charities
  • Pensions - to include pension switching/consolidation, SSAS's and SIPP's, and at retirement planning
  • Estate planning - to include mitigating inheritance tax and passing on assets to the next generation
  • Long Term Care - for those in need of later life planning
  • Equity release and mortgages.

Many of my clients have been with me "on their journey through life" for 20 years or more, so I must be doing something right.

Location

South West and East of England