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Oliver Smyth, BA (Hons), DipPFS

Director

When a client first comes to me for an exploratory meeting, there could be many reasons for doing so. They may be concerned about their current financial arrangements, or worried about their retirement. Many think they may be paying too much tax.

The best part of my job is working with my clients to build a financial plan. Together, we mitigate against these worries and problems. I help my clients look forward to the more prosperous future they are reaching for.

I have over 12 years’ experience in financial services as well as a number of published articles and personal achievements. So, I am well positioned to be able to provide this for my clients and have a keen interest in doing so.

Outside of work, you will likely find me dragging my wife and daughter round a record shop or playing football and cricket badly but enthusiastically.