Keith Smithson

Wealth Planner

Diploma For Financial Advisers (DipFA)

Keith has worked in financial services for over 30 years, dealing with a range of clients including individuals, business owners and those in retirement. He also works with professional connections, accountants and solicitors, having spent 20 years as the Finance Director of Investors Planning Associates. (See our Specialist divisions section for more information on professional connections).

"I enjoy cycling & swimming, just don't ask me to run! I also enjoy spending time with my family and walking our crazy Cockerpoo Flo."

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.