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Jamie Smith
Partner

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My profile

Helping clients achieve financial freedom and security

One of the things I most enjoy about my job as a financial adviser at Foster Denovo is working with people from a broad variety of backgrounds and different walks of life.  I enjoy getting to know my clients, finding out what their financial goals are, and working on a plan which will help deliver the security and financial future that they want.  Very often, until I begin working with clients, many have never captured exactly what they wish to achieve over the longer term.  This is where I can really help them to articulate their aspirations.

As a client of mine, I provide a service that aims to help you build and protect your future prosperity, as well as alleviating any financial burdens.  An important part of this is to regularly review progress to make sure you are on course for the future you want, making adjustments on the way, if needed.

The value of an investment can go down as well as up, investors may not get back the original amount invested. The levels, bases and reliefs from taxation are subject to the individual circumstances of the investment. The Financial Conduct Authority does not regulate taxation and trust advice. Your home or property may be repossessed if you do not keep up repayments on your mortgage. Home reversion plans and lifetime mortgages are complex products. To understand the features and risks, ask for a personalised illustration.

How I can help you

My  knowledge and experience means I am able to help you in all aspects of financial planning and I am specifically able to advise on defined benefits pension arrangements.  I am also fully qualified to help you with:

  • Financial planning to help you reach your personal financial goals;
  • helping you to make the most of your savings and investments;
  • inheritance and blood line planning;
  • planning for your retirement;
  • at-retirement advice, including the implications of pension freedoms; and
  • protecting you, your family and your wealth.

I believe that every client is unique.  Your goals, your aims, your objectives and your dreams are all unique too.

We will work together to discover what is important to you in life and what your priorities are; my aim being to make sure that you succeed.

The value I add to my clients

Are you too busy to focus on sorting out your financial future, but know your finances can work better for you? Do you find finance boring? Or too complicated? What is the right course of action for you to take? No matter the stage of life you are at, what financial goals you desire, or immediate needs or concerns you have, I will aim to help with a robust and bespoke plan.

I want to make planning your financial life easier. Safe in the knowledge that your plans are proactively reviewed each year, in line with your changing needs and aspirations. Often, as a result, clients tell me that they are able to focus more fully on their life and/or career, as they’ve been able to put a plan in place to meet their objectives, whilst trusting their financial planning to me.

Qualifications

I am a Partner in Foster Denovo and have worked with clients for more than 13 years.

As well as holding the CII Diploma in Financial Planning, the standard qualification required to advise clients, I also hold the CII Certificate in Mortgage advice and Equity Release.

In addition I have attained a higher level qualification ‘AF3’ (Pension Transfer Specialist) which allows me to advise on the transfer of benefits from occupational pension schemes and personal pensions with any safeguarded benefits.

I have adopted the Pension Transfer Gold Standard. This means I have signed up to adhere to a set of principles designed to raise the standard of professionalism within the pensions field. You can find out more about the Standard here.

I am currently studying towards Chartered Status and the Investment Management Certificate. In an ever changing industry I believe it is important to maintain the highest technical and market knowledge on behalf of my clients.

Outside of work I am a family man with a young daughter – so qualifications in the school of life and parenting are being added to my CV every day!