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
Pension advice
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Very professional and expert advice.
JeffS
Reviewed on 2025-01-15 17:42:11Financial Adviser
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Financial
Brenda Saffer
Reviewed on 2025-01-15 17:24:06Pensions
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Pensions
Garry
Reviewed on 2025-01-15 15:08:21Financial Advice & Pension
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Absolutely Fantastic Advice & Service
John Britton
Reviewed on 2025-01-15 14:58:23No media uploaded.
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Gary Smith
Adviser contact details
- 01527 577 775
- 07471 997 403