Frances Smith

I’ve worked in the insurance and financial services sector for nearly 30 years, I started in administration roles and worked my way through to management roles. In 2017 I started my journey as an adviser taking the qualifications while I worked as a product manager for a company offering financial solutions for the over 55’s. The opportunity to help individuals and their families fully understand the financial options that apply to them by providing holistic advice is one I enjoy.

I listen carefully to the individual circumstances and then give you an overview of the steps you could take. The final decisions are, of course, entirely yours but you will feel confident, knowing you have taken into consideration all the options, facts and figures available to take informed decision.

I am glad to be part of a company whose team share the same values and beliefs I do. Offering a professional service, taking time to get to know clients so solutions are tailored to their circumstances and give peace of mind that you have been well looked after, providing the very best advice and service for all their clients.

When I am not working, I enjoy gardening, bell ringing, reading and nights out with friends and family.