Geoff Smithson
BA Hons, DipFA CeFA
My focus is on making financial planning personal and bringing clarity to financial decisions. I like to ensure clients and their families can work towards their goals and gain financial peace of mind both now and in the future.
I’ve worked in the financial services sector since 1998 as a Bank Manager and Financial Adviser. I joined St. James's Place in 2013, before establishing Smithson Wealth Management Ltd, a Partner Practice of St. James's Place.
I’m committed to offering first-class, honest advice, and to building long-term, trustworthy relationships with my clients.
I offer bespoke financial advice that takes into consideration changing personal circumstances and the fluctuations in the external financial environment. I’m always available to talk and provide regular reviews to check that plans stay current and relevant.
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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.
