Keith Smithson

I work as a Financial Planner and I am a member of the London Institute of Banking and Finance, based in Successions' Amersham hub and have worked in financial services for 30 years. I work with a range of clients including employees, business owners, professionals those in retirement as well as those saving for their retirement. I also work with professional connections, accountants and solicitors, having spent 20 years as the Finance Director of Investors Planning Associates. My job is to help you work out what you really want to do with your money and to put a plan in place to ensure you can achieve those objectives and to work with you to ensure that through changes in personal circumstances and legislation that plan stays on track in future years through all of the changes that life, the economy and the politicians will throw at you and to help simplify what can be seen by many as complex issues. Meeting at least annually to review and refresh the plan a key part of its success. One of the highlights of my work is when client's say, "thanks for your help, for the first time I understand what we're doing and where we are heading financially". It's about taking a client's concerns and worries away and giving them back confidence by informing them and working to a plan so they are free to concentrate on all the other important things in life. If you're like most people, we all have so much going on these days, let me take care of your financial matters freeing you up to do what you're good at or even just what you want to do. By taking time to really listen and understand my clients ensures that they all have a positive outcome. Personally, I am married and have 4 adult sons and an energetic Cockerpoo called Flo. In my spare time I enjoy swimming, cycling, walking the dog, occasionally "playing" golf and holidays with my family.