Rob Smith
Partner
Clients Say About Rob Smith
“My Adviser, Rob Smith, is excellent. Always available to answer questions and to give guidance. Rob has guided me through the transition from working to retirement and I very much appreciate the work LIFT-Financial does for me.”
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!
Clients Say About Rob Smith
“My Adviser, Rob Smith, is excellent. Always available to answer questions and to give guidance. Rob has guided me through the transition from working to retirement and I very much appreciate the work LIFT-Financial does for me.”