Ben Smith Email & Phone Number

I help busy, successful people make great decisions with their money. I believe that wealth is dictated by behaviours, not earnings, Everything I do is focused on creating world class money habits that help my clients achieve financial freedom. This is the ability to live life to the full without financial constraints. I believe that in any area of your life, a lack of clarity can be fatal. It can lead to anxiety and hold you back from achieving what is really important to you and your family. When I first joined the industry in 2011, I had studied business, finance and economics throughout my education, yet I knew very little about personal financial planning. From working with many families over the last 10 plus years, I have found that money is very poorly understood in the UK which really can hold people back in a quest for a better life. With this in mind, I am passionate about financial education and the importance of having a plan. How many of us studied money or personal finance at school? It is also rarely discussed, even between close family members. I really believe in helping my clients learn as we work together, which brings both enjoyment and greater peace of mind. Having a well thought through plan allows you to get on and enjoy life whilst striving towards the things that are important to you.Everyone has a different 'why' which ultimately gets us out of bed in the morning. Maybe you want to send your kids to private school, maybe you want to retire at 45 or maybe you want to own a second home in France. The harsh reality is that, without a clear plan, you are unlikely to achieve these goals. Over the last 10 years I have worked with busy, successful individuals in London to help them establish their ‘why’ and put in place prudent, robust financial plans to meet their goals. Life is as busy as it has ever been, and very few people find the time to put in place adequate financial plans and for those who do, even fewer continue to monitor them over time. I believe everyone has experienced some kind of financial inertia during their life – for some this will be for longer than others. It is arguably the single greatest threat to ones financial plans.The value of your investment can go down as well as up. You could get back less than you invested.

Listed skills include Wealth Management, Investments, Strategic Financial Planning, Financial Services, and 12 others.