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Gary Smith - FPFS

Gary started his career as a management accountant in the law industry. He joined Hargreaves Lansdown in 2002 as a Financial Adviser, and has since achieved Chartered status and is a Fellow of the Personal Finance Society. He was also awarded a distinction by the CII for his paper on Tax and Trusts, demonstrating his knowledge and experience in this complex area.

FCA reference number: GFS01027

Gary Smith

Qualifications

  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Chartered Financial Planner
  • Certified Financial Planner CM
  • Fellow, Personal Finance Society

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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