Tim Smart Email & Phone Number | I have worked in financial services for 35 years and now provide advice to individuals of widely differing financial resources or life stages, including company directors, professionals and retired clients helping them - and their families - with practical, tax efficient, forward thinking solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including investment planning, retirement planning (pensions), wealth protection, and Inheritance Tax planning. More details are available on my website at https://www.sjpp.co.uk/timsmart/index.html As an Associate Partner of St. James’s Place Wealth Management based in London, my emphasis is on creating and maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over many years. 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. Tim Smart 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). The title 'Partner' is a marketing terms used to describe St. James's Place representatives.

Tim Smart

I have worked in financial services for 35 years and now provide advice to individuals of widely dif...
United Kingdom

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Tim Smart’s Email tim.smart@sjp.co.uk

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Tim Smart’s Location United Kingdom

Tim Smart’s Current Industry St Jamess Place Wealth Management

Tim Smart’s Prior Industry Hsbc Global Banking And Markets | Ubs

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Associate Partner

2019-01-01 00:00:00 - Present

Director, Equity Sales

1998-04-01 00:00:00 - 2018-02-01 00:00:00

Director, Equity Sales

1984-10-01 00:00:00 - 1998-04-01 00:00:00

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Tim Smart is a I have worked in financial services for 35 years and now provide advice to individuals of widely differing financial resources or life stages, including company directors, professionals and retired clients helping them - and their families - with practical, tax efficient, forward thinking solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including investment planning, retirement planning (pensions), wealth protection, and Inheritance Tax planning. More details are available on my website at https://www.sjpp.co.uk/timsmart/index.html As an Associate Partner of St. James’s Place Wealth Management based in London, my emphasis is on creating and maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over many years. 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. Tim Smart 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). The title 'Partner' is a marketing terms used to describe St. James's Place representatives.