Gareth Rees Smith
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Gareth Rees Smith Email & Phone Number

Independent Financial Adviser at AFH Wealth Management
Location: Clent, England, United Kingdom 5 work roles 5 schools
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Current company
Role
Independent Financial Adviser
Location
Clent, England, United Kingdom
Company size

Who is Gareth Rees Smith? Overview

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Quick answer

Gareth Rees Smith is listed as Independent Financial Adviser at AFH Wealth Management, a with 394 employees, based in Clent, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Gareth Rees Smith.

Gareth Rees Smith previously worked as Director at Jpm Pensions Limited and Corporate Consultant at Origen Financial Services. Gareth Rees Smith studied at Cardiff University / Prifysgol Caerdydd.

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Email format at AFH Wealth Management

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AFH Wealth Management

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Profile bio

About Gareth Rees Smith

Gareth Rees Smith is a Independent Financial Adviser at AFH Wealth Management. He possess expertise in pensions, financial services, financial advisory, retirement, defined benefit and 15 more skills.

Listed skills include Pensions, Financial Services, Financial Advisory, Retirement, and 16 others.

Current workplace

Gareth Rees Smith's current company

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AFH Wealth Management
Afh Wealth Management
Independent Financial Adviser
bromsgrove, worcestershire, united kingdom
Website
Employees
394
AeroLeads page
5 roles · 42 years

Gareth Rees Smith work experience

A career timeline built from the work history available for this profile.

Independent Financial Adviser

Current

Bromsgrove

With over 25 years of experience and more than 200 advisers nationwide, AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms.Our dedicated teams of in-house specialists include financial analysts, administrators and portfolio managers. They are all at hand to support advisers in providing the best possible service, whilst portfolio planning is specifically tailored to meet a client’s individual aims and objectives.AFH offer… Show more With over 25 years of experience and more than 200 advisers nationwide, AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms.Our dedicated teams of in-house specialists include financial analysts, administrators and portfolio managers. They are all at hand to support advisers in providing the best possible service, whilst portfolio planning is specifically tailored to meet a client’s individual aims and objectives.AFH offer both an advisory and discretionary fund management service, one of the few advisers in the UK authorised to do so. Within this, services that we offer include; retirement planning, mortgage advice*, protection planning, succession planning** and tax solutions.In addition, AFH also provide comprehensive, independent business support, covering: business protection, corporate pensions, employee benefits, tax solutions, as well as helping you plan an exit strategy when the time comes to leave your business. Continued growth means our economy of scale allows us access to reduced fees with third parties, passing the benefits onto our clients. We believe it is this client-focused approach that is the reason for our on-going success. Transparency, integrity, trust and respect are, and always have been, at the core of the AFH community. This description of our approach is for generic information only and is not suggesting a suitable investment strategy for you. You should seek independent financial advice that takes your individual circumstances into account prior to proceeding with any course of action. *Your home may be repossessed if you do not keep up repayments on your mortgage.**Some of these areas of advice may not be regulated by the FCA.AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. Show less

Jun 2018 - Present

Director

Jpm Pensions Limited

Halesowen, West Midlands

Sep 2013 - May 2018

Principal Consultant

Kpmg Pensions

Birmingham, United Kingdom

1991 - 2009 ~18 yrs

Pension Consultant

Pwc (Coopers & Lybrand)

Birmingham, United Kingdom

1985 - 1991 ~6 yrs
Team & coworkers

Colleagues at AFH Wealth Management

Other employees you can reach at afhwm.co.uk. View company contacts for 394 employees →

5 education records

Gareth Rees Smith education

Education record

Earls High School

Education record

King Edward Vi College, Stourbridge

Education record

Lutley Middle School

Education record

Lutley Primary
FAQ

Frequently asked questions about Gareth Rees Smith

Quick answers generated from the profile data available on this page.

What company does Gareth Rees Smith work for?

Gareth Rees Smith works for AFH Wealth Management.

What is Gareth Rees Smith's role at AFH Wealth Management?

Gareth Rees Smith is listed as Independent Financial Adviser at AFH Wealth Management.

Where is Gareth Rees Smith based?

Gareth Rees Smith is based in Clent, England, United Kingdom while working with AFH Wealth Management.

What companies has Gareth Rees Smith worked for?

Gareth Rees Smith has worked for Afh Wealth Management, Jpm Pensions Limited, Origen Financial Services, Kpmg Pensions, and Pwc (Coopers & Lybrand).

Who are Gareth Rees Smith's colleagues at AFH Wealth Management?

Gareth Rees Smith's colleagues at AFH Wealth Management include Andrew Cartwright, Mark Willmott Dippfs Asip, Ellie Bannister, Richard Hull, and Ajeet Kumar.

How can I contact Gareth Rees Smith?

You can use AeroLeads to view verified contact signals for Gareth Rees Smith at AFH Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Gareth Rees Smith attend?

Gareth Rees Smith studied at Cardiff University / Prifysgol Caerdydd.

What skills is Gareth Rees Smith known for?

Gareth Rees Smith is listed with skills including Pensions, Financial Services, Financial Advisory, Retirement, Defined Benefit, Retirement Planning, Wealth Management, and Governance.

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