Andy Smith - Ifa - Chartered Financial Planner Email & Phone Number

Esher, England, United Kingdom

Tauranga, Bay Of Plenty, New Zealand

Voyant is the global leader of goal-based financial planning software supporting the US, Canadian, UK, Ireland, Australian and now New Zealand markets. Voyant's state-of-the-art digital platform includes Cash Flow Planning, Investment Advice Planning, Retirement Planning, University, Insurance Needs, Tax Analysis & Optimization, Debt & Mortgage, Estate & Inheritance and more.Most advisers would not dispute that the industry is moving towards a service-based value proposition that is more about soft skills and client relationships than products and returns. But how do you measure client progress over time? How do you prove your value?Voyant enables clients to visualise trade off's in their financial planning decisions. Have you ever been asked....What if we upgrade our house? What if we buy a holiday home? Can we afford to retire early?Today, more than 2,000 financial and human capital management firms including Lloyds Bank, Bank of Ireland, BMO, TD Ameritrade , CIBC, AXA Wealth, St. James Place Wealth Management, AON and many smaller advisory firms use Voyant to help their clients to make educated long term financial decisions.

Esher

Esher

My number one priority with clients is to help them make good decisions about money. Through professional assessment and careful listening I am able to diagnose a bespoke solution to help people live the life they desire, whatever happens. This is an area I specialise in and am proud to help many families achieve their financial goals. I believe my greatest successes with clients have come when I have been able to show people that they can retire sooner than they thought possbile and therefore giving them more time to enjoy their lives.Totara Financial Planning is a Lifestyle Financial Planning company based in Cobham, Surrey. Lifestyle Financial Planning puts financial advice in context: it shows you where your life is going, year by year, decade by decade.Although investment, protection and pension planning advice is not hard to come by, very few firms in Surrey adopt the same approach as we do.www.totarafp.co.uk

Planet Earth Various Locations

Wellington & Wairarapa, New Zealand

Working through from data processing to cashier to retail banking the biggest thing I learnt at National Bank was about customer service.