Gary Smith

Areas of expertise

I am an experienced financial planner able to deal with both simple and complex planning matters. In terms of personal financial planning, I provide advice in areas such as protection, tax-efficient investing, retirement planning and mitigating inheritance tax. I also have significant experience dealing with SMEs and owner managed businesses and providing effective advice for business start ups all the way through to exits from business and maximising tax efficiencies.

Experience

I am a Partner (DIP PFS, BA Hons) within Evelyn Partners, working in our North East office, which is based on the Newcastle Quayside and provides Wealth management advice to both Personal and Corporate clients.

I have worked in financial services for over 20-years and have been providing advice to private clients and businesses for over 15-years. I am now in my 20th year of working within Evelyn Partners.

I take am immense amount of pride in the levels of advice and service that I provide to my clients.

Notable client work and achievements

I regularly feature in the National Press on financial planning matters, most notably in the area of pension planning matters. I also regularly host and present pension related webinars and have an expert knowledge in this area.

Professional qualifications and memberships

I am a chartered financial planner and a member of the Personal Finance Society (PFS). I also hold a degree in Business Studies (BA Hons).