Rob Smith
Chartered Financial Planner

Rob Smith – Chartered Financial Planner

A Fellow of the PFS based in our London office. Joined LIFT-Financial in January 2014.


I've worked in Financial Services for over 13 years, starting my career as an Equities Trader after graduating from Manchester University with a degree in Politics and Modern History.  I am a Fellow of the Personal Finance Society, an affiliate member of the Society of Trust and Estate Practitioners and a certificate holder for the Chartered Institute for Securities & Investment.

The opportunity to help people realise their life goals and objectives via devising comprehensive financial plans appeals strongly to me.

As with everyone involved with LIFT-Financial, I am a strong proponent of fair, tailored and fee based financial advice.


Spare time:
I enjoy the usual pastimes of good food, good company and a good read!

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