Mark Smith Email and Phone Number

I am fully UK qualified IFA with a Diploma in Financial Planning. an experienced Senior Investment Advisor that is extremely efficient in portfolio management and investment planning. I am involved in strategic consulting, including all aspects of bespoke savings plans, trusts, offshore company consultation, retirement and succession planning. Services I provide: Financial advice on lump sum investments, portfolio bonds, advice on existing investments, pension transfers and many more… Show more I am fully UK qualified IFA with a Diploma in Financial Planning. an experienced Senior Investment Advisor that is extremely efficient in portfolio management and investment planning. I am involved in strategic consulting, including all aspects of bespoke savings plans, trusts, offshore company consultation, retirement and succession planning. Services I provide: Financial advice on lump sum investments, portfolio bonds, advice on existing investments, pension transfers and many more servicesI gain many referrals from existing clients. This is due primarily from conducting reviews on a quarterly basis. This allows me to make changes as and when markets allow, therefore portfolio performances tend to be better. From experience yearly reviews do not give this type of performance.I have clients all around the world in over 40 countries. Show less