Phil Smithyes
Partner, Head of Financial Planning
Thames Valley
What I Do
- Financial Planning
- Pensions and retirement planning
- Investments
- Tax efficient investments
- Inheritance Tax planning
- Individual and business protection
- Charity investments
My Clients
- Private individuals
- Family estates
- Businesses
- Trusts
- Charities
Memberships
- Associate of the Personal Finance Society
- Member of the Chartered Insurance Institute
- Member of the Institute of Chartered Accountants
- Member of the Association of Professional Financial Adviser