Steven Smith
DipPFS
After 13 years working in financial services, I joined St. James's Place via the Adviser Academy in 2023. As a father with a young daughter, I've taken the initiative to establish my own financial planning business, enabling me to shape my future in alignment with what matters most to me. In turn, I aim to extend the same empowerment to others seeking a personalised and inclusive financial journey.
About
I believe financial planning is for everyone. In a world where financial stability is a universal goal, the myth remains that speaking to a financial Adviser is reserved for the affluent, those with surplus funds to invest.
My business mission is simple, to empower individuals from all walks of life to take control of their financial futures. Whether you're a young professional just starting your journey, a growing family, or someone looking to retire with peace of mind, let's work together to create your personal vision of financial freedom.
Though based in the West of Scotland (Kilmarnock), I help clients across the United Kingdom.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 09/11/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
