Rudy Smith

My focus is to give clients time and quality advice to achieve their goals with a level of understanding that allows them to be comfortable with the decision-making process while enjoying the benefits of their choices in full. Always considering what is important to each client, I use my skills and experience to identify and prioritise areas of financial planning. From pension advice, structuring retirement, protection planning, investing for the future, tax efficiency and estate planning, I provide holistic financial advice on all areas of financial planning. With over 25 years of experience in financial services, I started my career in 1992 as an adviser with Co-operative Insurance Society (CIS Ltd). Over a period of 10 years I progressed to training and senior management roles but found that I enjoyed the client facing role more and chose to return to advising clients. The following 9 years were spent with Zurich via their Openwork financial adviser banner. I have worked for Ascot Lloyd since July 2013, when they acquired my employer, Entire Wealth Management (EWM). It is a real pleasure to work with new and existing clients as part of a progressive company such as Ascot Lloyd, providing professional and friendly client focused advice.