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Ed Smith

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

Surrey, Greater London

Ed Smith

Independent Financial Adviser

I have specialised in providing advice to doctors and surgeons throughout the UK for the last 30 years.

I am an expert in providing protection solutions to doctors in the field of income protection and critical illness cover and have worked on product design in these areas with some of the well-known providers. I am also an expert on the NHS Pension scheme and the issues this currently throws up with the Annual Allowance charge and the Lifetime Allowance.

I work remotely via Teams as this fits best with the very busy professional life of the vast majority of my clients. This also enables me to be quite flexible with meetings outside normal working hours.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

Surrey, Greater London

Send an email to Ed Smith

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