Jeff Smith
Financial Advisor @Quilter
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WORK HISTORY
Financial Advisor @Quilter
ABOUT JEFF SMITH
I provide full financial planning advice for both individuals and companies in the Midlands area. I am a financial adviser with Quilter Financial Advisers and provide holistic financial advise to my clients built up over a 20 year career in financial services. I have many clients and hold review meetings with them annually. I provide advice on pension including Defined Benefits, investments, protection, mortgages, equity release, long term care and IHT planning.I am also involved as a specialist auto enrolment adviser working with several businesses in this field.*Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people*The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefitsI am looking to make professional connections to develop my business.
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