Smart Independent Financial Advice Ltd

Richard Jones

FCA Number: 967978

Retirement Planning Equity Release Inheritance tax planning

I am a father to my four amazing children: Chloe, Jack, George, and Amelia. I deeply value my family time, whether we’re heading off for day trips to North Wales or enjoying relaxed family barbeques in the garden. As well as being a father, I am an Independent Financial Adviser and director of Smart Independent Financial Advice Ltd. With over 20 years experience, I take great pride in helping clients achieve their financial goals and always aim to go above and beyond to ensure the advice I provide is tailored, thoughtful, and aligned with each individual's objectives. I’m proud to hold Chartered Financial Planner status, awarded by the Chartered Insurance Institute. This distinction is only granted to professionals who demonstrate a high level of technical knowledge and ethical practice, and who have completed additional advanced qualifications.

8.9 out of 10

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