Gary Smithson
Financial Planner at Progeny
Based in Singapore
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Seniority
Staff
Department
Finance & Accounting
Location
Singapore
Industry
Financial Services
Company size
408
Contact information
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g•••••••@theprogenygroup.com
Phone
5 credits+65 ••• •••• ••••
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Background
About Gary Smithson
I have worked in the financial services profession in Singapore since 2006, before then in the UK over 20 years ago. I currently provide financial planning advice and manage private clients in Singapore and the region. I believe in building long term relationships with clients based upon trust and transparency. From the very basics of financial planning through to more complex wealth management, tax and estate planning issues, I help clients organise their finances, often working with clients as their financial coach. Specialties: Lifestyle Financial Planning; UK frozen pension assessments, consolidation and management; Inheritance Tax and Estate planning; Cashflow, Asset and Liability Modelling; Income Drawdown; Repatriation planning.
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