Keith Smithson – Amersham

Wealth Planner

Keith is a Financial Planner and a member of the London Institute of Banking and Finance. He is based at the Amersham hub and has worked in financial services for 30 years.

Keith deals with a range of clients including employees, 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.

Keith enjoys working with clients to identify their goals & priorities and designing a financial plan to achieve these goals.  Working regularly with clients, which is key to the success of the relationship, to ensure their plans stay up to date and on track over the long term as life changes, helping them gain peace of mind.

Keith is married to Jo and has 4 adult sons and 1 energetic Cockerpoo called Flo.  In his spare time he enjoys swimming, cycling, walking the dog, occasionally “playing” golf & holidays with his family.

Keith’s qualifications include CIMA Dip MA & MLIBF DipFA.

01494 358000

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