Greg Smith Wealth Management

16/09/2024

We might know how to manage a rugby match, but there's some things we leave to the experts; Greg Smith Wealth Management 💰

Delighted to be partnered for the 2024/25 season 🤝

22/04/2024

18/02/2024

Another busy week of networking, meeting clients and looking at lots of different areas of planning for individuals and businesses. Inheritance/investment and retirement planning featured heavily this week.

02/01/2024

Really happy to support Blackstones Juniors Football Club and Stamford Squash Club, two clubs I'm lucky to be a part of. Looking forward to continuing coaching football and playing squash in 2024. Happy New Year everyone!

03/12/2023

Busy first week meeting and speaking to lots of lovely people. Lots of time spent researching, particularly pensions. Also got a couple of bits of software up and running which will make everything much smoother and more effective. Complete day off today (so far) - snowy walk and Christmas decorations. Looking forward to helping more of you this week, thankful to have a good few initial meetings booked in.

24/11/2023

After my last week in Bristol completing my training, I'm excited to be launching my new business on Monday!