Gavin Smith

Financial Adviser

With more than 20 years’ experience, I believe in the profound impact financial advice can have on individuals and families. I enjoy fostering strong client relationships and ensuring your financial plan is executed promptly to help achieve your goals. I like to make the financial planning process an engaging and enjoyable experience while maintaining a high level of professionalism. I hold a Diploma in Financial Planning, Certified Financial Planner (CFP) status, and an MBA. My experience and credentials help me to offer strategic insights and comprehensive financial solutions. Outside of work, I enjoy spending time with my wife and three adult children. I also enjoy dining out, trundling on my bicycle and, somewhat masochistically, supporting English soccer team, Chelsea.