Rod Smith - Pension Transfer Specialist at Quilter Financial Advisers
SE7, London
(1)
SE7, London
(1)
Hi, I am Rod Smith, a Chartered Financial Planner based in Greenwich, London. I provide professional regulated financial advice on pensions, investments and savings to individuals and their businesses.
I specialise in advice on Final Salary Defined Benefit pension scheme transfers and retirement planning.
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1 customer review
Tanya
Financial Advisors
Had a great introductory chat with Rod. He took the time to understand my situation, and offered great advice.
What do you love most about your job?
Meeting people and helping them achieve their goals
What inspired you to start your own business?
To make the most of my skills and deal directly with people I like and who like and trust me to look after their best interests.
Why should our clients choose you?
My main priority is to act in the very best interests of my clients. I am experienced, friendly and well qualified to help and guide people to a better financial future.
Can you provide your services online or remotely? If so, please add details.
Yes I can offer consultations remotely/online through the various platforms; Zoom etc.
What changes have you made to keep your customers safe from Covid-19?
Meetings provided online and only meet face to face when appropriate and the client is comfortable
Financial Advice
I can help you make the most of your money whatever your circumstances.
- I look at your current overall financial position
- I talk to you about what you would like to achieve and listen to your concerns
- I make recommendations to help achieve your needs and aspirations.
- You can relax, in the knowledge that your finances are organised in a way to suit you.
- I always work in the best interests of my clients.
- I am a Chartered Financial Planner and Pensions Transfer Specialist based in Greenwich, London with over 30 years' experience.
