Roy Smith

Areas of expertise

Roy is a highly qualified and experienced adviser in all aspects of personal financial planning including pensions, trusts and estate planning, cashflow analysis, capital investment, tax-advantaged investments and personal protection.

Experience

Roy joined the firm in 2015 from RBS Private Clients, where he looked after a portfolio of High Net Worth clients across Scotland and beyond. Prior to his 10 years at RBS, Roy spent 17 years at Clydesdale Bank where he was a Chartered Banker and latterly an Independent Financial Adviser.

Notable client work and achievements

Roy is proud of the 'trusted adviser' role he has in the lives of his clients and their families.

Professional qualifications and memberships

Chartered Financial Planner
Fellow of The Personal Finance Society.