Debbie Smith

Wealth Management Adviser @Swann Financial

Building strong, long-lasting relationships is the cornerstone of what I do and my aim is to help and guide people, by understanding where they are now, what they are trying to achieve and planning a way to get them from A to B that is tailored so it fits best with them. Simply put, using all of the knowledge, experience and expertise available to me, I am committed to helping people achieve personal financial wellbeing now and in the future. I listen, I’m approachable and there’s never a silly question in my world and it’s important that the complexities of finances are explained in an easy to understand way – no jargon is my mantra but if there is at times, I’ll ensure its explained and understood.I have sound knowledge in:• Investment planning• Retirement planning• Inheritance tax planning solutions• Protection planningAnd, the hugely talented and experienced team at Swann Financial, combined with St. James’s Place Wealth Management plc and it’s expertise, stand behind and support me to support clients.Swann Financial is an appointed representative of St. James’s Place Wealth Management (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 can be found at