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
Checked on
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
Financial and investment planning
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Trustworthy and solid advice
DBrock
Reviewed on 2025-02-03 11:04:37Pension Advice
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Amalgamated all my existing private pension plans into one pot.
julieju_ontour@yahoo.com
Reviewed on 2025-01-28 11:35:12Financial Adviser
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Wealth Management, Estate Planning, Retirement Planning, savings and Investments
Rlcmcd and Pjmcd
Reviewed on 2025-01-26 15:04:34Retirement planning
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Gary demonstrated absolute dedication in helping us secure our early retirement and allowing us to fulfil our dreams .... my elderly parents were also extremely grateful to Gary for his patience and knowledge in helping their hard earned money work more effectively and to simplify their finances.....
Caroline
Reviewed on 2025-01-24 17:24:28Pension Advice & Provision
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Gary guided us through our options, pointing out things we hadn't known before. His professional manner, patience, and responsive communication made the whole pension process much smoother than we were expecting. 100% recommended.
Jen Howell
Reviewed on 2025-01-20 10:13:01Financial and taxation advice
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Of what?
MiCain
Reviewed on 2025-01-17 21:29:41Financial advice
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I know Gary Smith from his position in a previous employment. I found Gary to be someone I could rely on and trust which for me was critically important in managing my investment assets.
Chris
Reviewed on 2025-01-16 14:51:37Pension & Will
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Gary has provided me with advice which has been beneficial for protecting my pension and allowing me to understand all the options , the same with my will which is complicated with property and extended family
Reviewed on 2025-01-16 10:15:03
Financial
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Pension and investment
Mark levy
Reviewed on 2025-01-15 19:40:58Financial Advice
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Gary provided me with excellent advice leading to my retirement. He was always extremely patient, professional and knowledgeable. His expertise was key in us making the right decisions with our pension pot. I would unreservedly recommend Gary in all aspects of financial advice.
Bronnimann
Reviewed on 2025-01-15 17:46:59No media uploaded.
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Gary Smith
Adviser contact details
- 01527 577 775
- 07471 997 403