Steven Smith
Principal - Steven Smith Financial Planning @St. James's Place
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WORK HISTORY
Principal - Steven Smith Financial Planning @St. James's Place
Managing your wealth should be simple. That’s why we’re making it personal. At SJP, we give you face-to-face, one-to-one guidance to help you achieve your life goals.The value of your investment can go down as well as up. You could get back less than you invested. Skills: Wealth protection · Holistic Financial Planning · Pension Funds · Retirement Planning · Financial Planning · Communication
EDUCATION
University of Strathclyde
Bachelor of Science - BSc Honours, Mathematics and Computer Science
ABOUT STEVEN SMITH
I believe that everyone’s vision of financial freedom is unique and so as a financial adviser, my aim is to partner with you to plan for and protect the future that matters to you.In today\'s fast-paced world, many find it challenging to manage the basics of financial planning. But by simplifying the process and offering a relaxed, face-to-face approach, I aim to empower you to make well-informed financial decisions and safeguard the financial future that is right for you. As my client, I can assist you in- Protecting your and your loved ones\' future- Planning for your dream lifestyle in retirement- Maximising your investments- Preserving your legacy through estate planningAnd much more to ensure your financial well-being and peace of mind.Whether you\'re navigating your personal finances or seeking to enhance your business\'s financial health, I\'m here to provide guidance and support. Feel free to reach out, and let\'s start shaping your path to financial success. Though based in the West of Scotland, I help clients across the United Kingdom. s••••••••@sjpp.co.uk 07•••••••67Prior to joining St James\'s Place, I accumulated 13 years of experience in the Financial Services sector, including roles in Investment Banking and, more recently, Innovation Funding Consulting. Upon starting a family, I sought to align my career and lifestyle with my personal priorities, all the while helping my clients achieve control over theirs.The value of your investment can go down as well as up. You could get back less than you invested.Steven Smith Financial Planning is an Appointed Representative of, and represents only, St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title \'Partner\' is the marketing term used to describe St. James\'s Place representatives.SJP Approved 04/09/2025
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