Ian Smith
MSc DipFA CeMAP CeRER
Located in Somerset, I advise and provide support to clients locally and across the UK in all areas of Financial Planning specialising in Investment Solutions, Inheritance Planning, Retirement Planning, Protection and Equity Release.
*To understand the features and risks associated with Equity Release, please ask for a personalised illustration.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*This is a lifetime mortgage.
About
As a Partner at Future Wealth Management, I am very passionate about providing good, sound holistic financial advice to my clients using my knowledge to help them form a financial strategy to achieve their financial objectives.
I provide financial advice across all areas of Financial Planning building long term relationships with my clients, importantly getting to know them as individuals. I offer a personal and professional outlook when conducting business and deliver an excellent service throughout the relationship.
Many of my clients come through recommendations and word of mouth and my goal is to provide clients long term solutions to their ever changing and complex needs across all areas of Financial Planning. Helping clients plan their financial resources in a flexible and tax efficient manner so they can achieve their future financial goals and objectives is paramount.
Outside of my role, I love spending time with my family and socialising with friends. I am a massive sports fan and enjoy participating and watching all sports especially cricket, football, golf and tennis. I also coach children football, enjoy the gym, love cooking and am passionate about taking part in fundraising events for charity. I am also very keen traveller and adore visiting new places and experiencing differing cultures.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
