Geoff Smithson Email & Phone Number

I have worked in Financial Services since 1998 and was invited to join St. James's Place Wealth Management in 2013.I have a strong client focus and build my business predominantly on introductions from my private clients and from other long-standing professional relationships. I am committed to building long standing relationships with my clients based on trust and offering advice of the highest standard. Not only do I meet my clients regularly , they are also invited to client days where they can meet with other clients and find out what is happening in the world of wealth management.With an ever changing environment and changing client circumstances, I feel it is essential to offer clients bespoke financial plans so that I can help them to achieve their goals whilst reviewing these plans regularly, to check they remain current and accurate.At St. James's Place my aspiration is to help make it easier for my clients to manage their wealth.I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available.I specialise in business and personal protection, investment planning, pension planning and inheritance tax planning.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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 02/02/2023