Gary Smith
Gary Mark Smith
As an Independent Chartered Financial Planner and Appointed Representative of AFH Wealth Management, based in Kent, my emphasis is on providing personal, face-to-face, truly independent financial advice.
I have worked in financial services for over 25 years, providing personal and comprehensive financial planning advice for my clients, helping them find practical solutions to the financial issues that concern them the most. Putting the client firmly at the centre of everything I do is core to my business.
I am committed to building trust, establishing long-term relationships, helping my clients achieve their financial goals and managing their wealth in a way which reflects their personal circumstances.
My areas of expertise are :
- Wealth Management
- Estate and Family Succession Planning
- Retirement Planning
- Savings and Investment Planning
- Long-Term Care
- Equity Release
Services
Financial Planner
Financial Adviser
Checked on
07.01.2025
Mortgage Adviser
Mortgage Adviser
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07.01.2025
Accreditations
Chartered Financial Planner
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07.01.2025
Chartered Financial Planner
Certificate Member of the Society of Mortgage Professionals
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07.01.2025
Certs CII (MP & ER)
Statement of Professional Standing
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07.01.2025
CII Approval
Financial Conduct Authority
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07.01.2025
Reference number: GMS00050
AF5 Financial Planning Process
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08.01.2025
CII Advanced Record of Achievement Diploma Qualification
AF7 Pension Transfers
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08.01.2025
AF7 Pension transfers Record Achievement
APFS member
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08.01.2025
Gary Mark Smith is an associate member of the Personal Finance Society
Certificate in Life and Pensions
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08.01.2025
Awarded by The Chartered Insurance Institute
Certificate of Competence FCA certification regime
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08.01.2025
Proof of areas of business and 'fit and proper person' status
Certificate in Equity release
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08.01.2025
Record of Achievement held - (ER1) Equity release
CII level 3 award in Long Term Care Insurance
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08.01.2025
Awarded by The Chartered Insurance Institute
CII Level 4 Diploma in Financial Planning
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08.01.2025
Awarded by The Chartered Insurance Institute
CII Level 6 Advanced Diploma in Financial Planning
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08.01.2025
Awarded by The Chartered Insurance Institute
SCQF Level 9 Practical Investment Planning
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08.01.2025
SCQF Qualification
Chartered Insurance Institute
Checked on
08.01.2025
CII member
Insurances
Professional Indemnity Insurance
PII verified on 25.03.2025
PII is covered as part of a member network
Orchard Financial Management
Verified Reviews
Latest Reviews
Retirement Planning
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Gary provided me with advice on my pension. He patiently explained my options and having made my investment has always been available to provide ongoing support and answer any questions as they arise
JeremyT
Reviewed on 2025-03-12 07:55:30Financial planning
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Management of portfolios
Reviewed on 2025-03-05 09:01:07
Pension & Retirement Advice
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Gary worked tirelessly to collect together all my various pensions, which were all over the place. He gave me great advice and delivered on his promises in a very prompt fashion. I always go to Gary with any financial related concerns or question and he has always been able to help.
Camerooon71
Reviewed on 2025-02-17 14:50:25Pension amd imvestments
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Financial Advice
Jenny Sandford
Reviewed on 2025-02-14 14:11:37Financial advisor
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Gary has provided our family with investment and IHT guidance for several years. He has always been clear, open and honest. We thoroughly recommend him
Terry Dann
Reviewed on 2025-02-07 14:40:45Financial planning
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Gary has been my professional financial advisor for many years now, and In my experience, I have found him to be highly qualified and absolutely trustworthy. He has a perfect understanding of my requirements together with a wealth of experience. At all times Gary has provided honest and trustworthy advice and I would highly recommend him.
Colin Gold
Reviewed on 2025-02-06 15:46:07Wealth /Pension Management
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Wealth management
Ray
Reviewed on 2025-02-05 20:31:33Pension amalgamation
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Gary helped me amalgamate and move my pension pots. His professional & friendly manner made the whole process run smoothly and I have no hesitation in recommending his services.
Fred
Reviewed on 2025-02-04 09:50:50Financial Advice
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Financial Advice
Tracey
Reviewed on 2025-02-03 15:59:39Discretionary trust fund
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Trust fund
Yvette Bath
Reviewed on 2025-02-03 12:57:44No media uploaded.
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Gary Smith
Adviser contact details
- 01527 577 775
- 07471 997 403