Neil Smith

Neil Smith

Harmony Wealth Management

Minimum savings/pensions: Over £100,000

0330 038 8938
Based in Chesterfield
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Top Rated 2026
Verified since: November, 2020

4.9 out of 5

121 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 06 October 2026

    Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Neil has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 12 May 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

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    Neil has not yet added their fees to their profile

About

Hello and welcome to my VouchedFor profile. As a Chartered Financial Planner and Fellow of the CII, I have been helping my clients achieve their financial goals and aspirations for over 30 years. I am a big believer in explaining complex subjects in an easy-to-understand, jargon-free way, allowing you to make informed decisions about yours and your family’s financial future. I have expertise in all aspects of financial planning, including Defined Benefit/Final Salary advice and potential transfer, pre and post-retirement, including drawdown, estate planning, mitigation of inheritance tax and investment expertise. I enjoy spending quality time with my wife and two children and in my spare time, I regularly attend Kung Fu classes! Please do get in touch and I will be delighted to assist with your enquiry.