David Smith

I have been putting my clients dreams and aspirations at the heart of my business since 2005. I have a real sense of pride in helping clients achieve their financial goals and allowing them to take control of their destinies, in a no-nonsense, jargon-free and pragmatic way. All areas of financial services can be reviewed from pension advice, pre and post retirement planning, investments and IHT planning. I will look at the big picture and give expert advice, depending on your individual circumstances and what you are looking to achieve. I work with clients all over the country so your location will never be a barrier to business. The majority of meetings are held via Zoom for your convenience, but still giving you the personal touch, just without the hand shake. Face to face meetings can be requested to be conducted within normal office hours. Just a little piece about me, personally, when looking at myself from a business perspective, I would describe myself as honest, transparent and straight-talking and from a personal perspective, it is pragmatic, fun and positive. I really enjoy clay shooting and am lucky enough to live near the countryside so the great outdoors is forever beckoning and I often go hiking with my friends and family. I am confident that my client reviews will reflect the above, so if you are in need of expert advice, but delivered in a clear and concise way, please do get in touch and let's start your financial journey today. Forethought Financial is a trading name of Smith & Associates Wealth Management Limited. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx