Rod Smith
Chartered Financial Planner at Quilter Financial Advisers at Quilter
Based in London, United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
London
Industry
Financial Services
Company size
1.9K
Contact information
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r•••••••@quilter.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Rod Smith
Professional, friendly and experienced Chartered Financial Planner and Chartered MCSI based in Greenwich London. I help clients to achieve their financial freedom in retirement and meet their personal and family financial goals with focussed one to one advice. My specialisms include complex advice issues on defined benefit (final salary) pension scheme options and retirement planning. I am also a specialist qualified to advise on equity release and long term care in later life. I make informed professional decisions based on over 30 years’ experience and expertise in financial services and pensions planning. I act solely in the best interests of my clients and I advise solutions that are appropriate for each individual’s goals, objectives and needs. Approver Lighthouse Advisory Services Limited 8 June 2022
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