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Paul Smith

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

West Midlands, Shropshire, Staffordshire

Paul Smith

Independent Financial Adviser

I have worked as a Financial Adviser in the West Midlands and Black Country since 1992. I have a wealth of experience of giving advice in all aspects of financial planning. I worked for over 20 years giving Financial Advice within the Banking Sector and for the past 23 years have been working mainly with personal customers advising on Investments, Pension Planning, Protection and Inheritance Tax, Long Term care and most other areas of Financial Planning.

I always put the customer at the heart everything I do, and I look towards building long term positive relationships with my clients. I have always preferred working with local people and I have the peace of mind that I can offer a wider range of products and services to meet any of my prospective client’s needs. I currently hold the Diploma in Financial Advice as well as Mortgage and Long Term Care Qualifications

I am a keen golfer, who also follows local football and loves to travel.

Expertise in

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

West Midlands, Shropshire, Staffordshire

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