Tim Smith

DipPFS

I have a total belief that quality customer service is the most important aspect of my work. Aligned to this ethic, I can draw on my business and financial experience which is backed up by the considerable diversity of skills within St. James's Place. This combination allows us to build trust within a long-term relationship and enables me to provide a complete wealth management service.

About

My time in the financial world spans 38 years, 14 years with St. James's Place. I have provided comprehensive financial advice service for private clients with two Insurance Companies and two Building Societies. My working life has also included business ownership in the Retail and Transport sectors.

Testimonials

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We first met Tim when my parents were both in Care Homes. They needed financial advice that would benefit them in their own situation and for the family in the long term. His planning resulted in a lot of Inheritance Tax. This was achieved by Tim working closely on two particular aspects of plann...

Mrs J. P, Teacher
The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances. &%3Blt%3B/br&%3Bgt%3B&%3Blt%3B/br&%3Bgt%3B Trusts are not regulated by the Financial Conduct Authority.

The Partner 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.

Tim Smith