Meet our advisers

Gary Smith

Gary Smith

Gary Smith APFS

Independent Chartered Financial Adviser

About me

I have worked in financial services for over 25 years, providing personal and comprehensive financial planning advice for my clients, helping them find practical solutions to the financial issues that concern them the most. Putting the client firmly at the center of everything I do is core to my business.

As an Independent Chartered Financial Planner, based in Kent, my emphasis is on providing personal, face-to-face, truly independent financial advice. I am committed to building trust, establishing long-term relationships, helping my clients achieve their financial goals and managing their wealth in a way which reflects their personal circumstances.

My areas of expertise are :

  • Wealth Management
  • Estate and Family Succession Planning
  • Retirement Planning
  • Savings and Investment Planning
  • Long-Term Care
  • Equity Release

I am happily married, with 2 children - both at University - and 2 dogs - Albie & Buddy. I like walking, sport - football, rugby, boxing and motorbikes - and keeping fit.

Location

Kent