Alan John Smith

I firmly believe that planning for a secure future, be it for yourself, your family, or your business, is one of the most important steps you will ever take.

As a Senior Partner of St. James's Place with over 30 years' experience working in the wealth management industry, I can help you to reach your financial goals by offering you the appropriate advice and guidance both now and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.

Before joining St. James's Place in 1996, I worked for NatWest Bank, after leaving school in 1984. Whilst I undertook many roles within the organisation, to the main it was spent within their Financial Planning arm as both an Independent Adviser and later working for NatWest Life.

Outside of work I enjoy spending time with my wife and two daughters, and having been a keen sportsman all of my life, I now enjoy many a round on the golf course!

In addition to my expertise I have access to specialists within St. James's Place, as well as links with other professional bodies including solicitors and accountants, thus enabling me to offer you a complete wealth management service designed to meet both your short and long term goals.

I myself specialise in helping clients with Investment and Retirement Planning including, Pension Annuities and pre and post Retirement. I also advise on Protection Insurance such as life and critical illness cover and Income protection, so can offer a comprehensive planning service.