Rob Smith
Partner
A Fellow of the PFS based in our London office. Joined LIFT-Financial in January 2014.
Professional
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.
Qualifications:
- Chartered Financial Planner
- Fellow of the PFS
- PFS Pension Transfer Gold Standard
- An affiliate member of the Society of Trust and Estate Practitioners
- A certificate holder for the Chartered Institute for Securities & Investment
Personal
- Spare time:
- I enjoy the usual pastimes of good food, good company and a good read!