Phil Smithyes

Phil Smithyes

Partner, Head of Financial Planning
Thames Valley

I am the Managing Director in charge of our national financial planning teams and am responsible for our teams based in London, Thames Valley, Kent, Manchester and Cheltenham.

I joined the firm in 2008 and I have over 28 years’ experience in the financial services sector.

I oversee the advisory proposition of the financial planning sector within the firm and I specialise in advising high net worth private clients and trustees of major charities.

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