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Robert Smith

Robert Smith - Director and Chartered Financial Planner

Position: Director and Chartered Financial Planner

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Robert is a Chartered Financial Planner and a Director of RPA.

Robert has over 30 years' experience dealing with individual needs of both private & corporate clients assisting them with portfolio planning and retirement solutions.

Robert is an important member of our internal Investment Committee and plays a key role in constructing our in-house portfolios.

Along with his fellow Directors, Robert is actively involved in taking the business forward and brings strong organisational skills to the team.

Robert is not only a Chartered Financial Planner but also a Fellow of the Personal Finance Society. Obtaining Fellowship is the highest academic status a UK financial adviser can obtain in the United Kingdom.

Robert is married with two children and lives in Essex. Away from RPA, Robert is an FA Level 2 football coach and has trained and managed various teams over the last 16 years. Robert is also a qualified Goalkeeping Coach. Robert has mentored other coaches and serves as the coaching officer for one of the biggest youth football teams in the country.

Areas of Expertise:

  • Holistic Financial Planning
  • Investment Portfolio Management
  • Retirement Income Strategies
  • Pension Planning
  • Corporate Financial Planning
  • Tax and Trust Planning
  • Estate Planning
  • Long Term Care Advice

Qualifications:

  • Advanced Diploma in Tax and Trusts (AF1)
  • Advanced Diploma In Pension Planning (G60)
  • Advanced Diploma in Investment Planning (AF4)
  • Advanced Diploma Financial Planning Process (AF5)
  • Diploma in Investment Principles, Markets and Environment (J06)
  • Diploma in Taxation & Trusts (G10)
  • Diploma in Trusts (J02)
  • Diploma in Personal Tax (J01)
  • Pensions Simplification (CF9)
  • Certificate in Long Term Care (CF8)
  • Certificate in Equity Release (CF7)
  • Certificate in Mortgage Advice (CF6)
  • Financial Planning Certificate (FP1, 2 & 3)
  • Pensions Update (R08)

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Retirement Planning Associates Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 403829 http://www.fca.org.uk/register.

Retirement Planning Associates Limited Registered Address: St Laurence House, 2 Gridiron Place, Upminster, Essex RM14 2BE. Registered in England & Wales, No. 04423927.

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