Andrew Smith DipPFS
Independent Financial Adviser
About me
I am a Chartered Financial Planner and started in the industry in 1987. 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 - including pension switching/consolidation, SSAS's and SIPP's, and at retirement planning, estate planning - including 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!
Outside of work, I am a keen skier, sailor, and racket ball padel tennis player – I also enjoy travel, recently having been to Japan and South Korea, and I also enjoy exploring other cultures and experimenting with cooking for family and friends
Location
West Midlands