Robin Smith

WORK HISTORY

EDUCATION

ABOUT ROBIN SMITH

I’m an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice, with over 15 years’ experience within the financial services sector. After university I started out working for a various Investment Banks and Asset Managers in London, however, 6 years ago I decided that I wanted to do something that was less based on spreadsheets and more based on people so I decided to move into Wealth Management. I started working for my qualifications whilst working at Bank of America and broadened my knowledge to include inheritance tax and protection. My approach to financial advice has always been to give the very best experience to all my clients. I value each client\'s individuality and work very closely to get to know them and to create a plan which is bespoke to them. I am extremely passionate about helping my clients and their families achieve their financial aspirations. I specialise in offering expert advice in a wide range of areas, including retirement planning, inheritance tax and investments. Given AFH Wealth Management independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms. Outside of work, I enjoy a very active lifestyle as I have a young family and in my spare time I like to play tennis, go skiing as well as playing music. To arrange an informal, no-obligation meeting, contact me via r••••••••@afhgroup.com.