Philip Smith
Independent Financial Adviser
About me
I am responsible for meeting with clients and providing wealth management advice to both individuals and businesses. My aim is to help identify your financial priorities and objectives and then develop a strategy to help you achieve these goals within your desired timescales. Once this plan is in place, we are committed to giving a bespoke personal service tailored to your specific needs, with a focus on building a long-term relationship. From the moment that you decide to become a client, I aim to demonstrate the value of this relationship through the service that we deliver to you on an ongoing basis.
Having been in the financial services industry for over 20 years, I have built up an exceptional knowledge allowing me to advise clients on a wide range of wealth management products to suit their needs. This ensures that the needs of my clients are met promptly and effectively. As well as my own experience and knowledge, Financial planning can be complex at times and my aim is to present the necessary information to each client in a clear manner, to ensure that each aspect can be understood.
Location
West Yorkshire