Gary Smith
Financial Adviser
FCA reference number: GFS01027
As a chartered financial planner, I've had the pleasure of providing solutions to all sorts of individuals, businesses, and trustees for over 20 years. The best part? The variety of work I get to undertake. It keeps me enthusiastic about financial planning and serving my clients.
As a chartered financial planner, I've had the pleasure of providing solutions to all sorts of individuals, businesses, and trustees for over 20 years. The best part? The variety of work I get to undertake. It keeps me enthusiastic about financial planning and serving my clients.
Expertise
Investment planning Retirement planning Pension transfers Succession and inheritance tax planning Investing for businesses and business Owners Long-term care planning Trustee investments Financial protection
Qualifications
- Advanced Diploma in Financial Planning
- Fellow of the Personal Finance Society
Region and method of advice
I’m based in Bath and can typically visit clients at home within a 75-mile radius. Outside of this area, I can offer my services through video or telephone call.
Based in South West
In-person meetings
Phone and Video call
Region and method of advice
I’m based in Bath and can typically visit clients at home within a 75-mile radius. Outside of this area, I can offer my services through video or telephone call.
Approach and experience
Here's how I work: first, we have a chat where you tell me what you want to achieve and what matters to you most. Then, I'll send you a letter with some ideas on how I can help you and how much it will cost. Next, we meet again and I'll show you some tools that let you see how different choices affect your future money situation. Finally, I'll write you a detailed report that explains what I think we should do and why I think these are the best options for you. When you’re ready and entirely happy, we put the plan to work.
Whether you need a full financial makeover or just some advice on a specific topic, I'm here for you. I can help you with your savings, investments, pensions and protection, and make sure you remain on track to achieve your goals.
I can explain everything in a simple and friendly way and show you the best options for your situation.
Some people might think that financial planning is a boring job, but I love it! I get to help people achieve their goals and dreams, whether it's buying a house, saving for retirement, traveling the world, or protecting their hard earned money for the future benefit of their loved ones. It's very rewarding to see my clients happy and satisfied with their financial decisions.
I have found Gary extremely professional and helpful. Also very accessible and has always answered my telephone calls when I randomly phone with a question.
I enjoy his yearly visit very much and he is extremely patient and knowledgeable. Giving me sound advice, explained in a very understandable way.
Ms E Brennan
Personal interests
Outside of financial planning, my time is generally spent taxiing my daughters around and walking our miniature dachshunds with my wife. I also enjoy participating in running events and generally keeping fit and healthy.