Jeff Smith
Financial Planning Consultant DipFA, CeRER®, PETR, CertLTCP in Tamworth
A little bit about Jeff
I have been a financial adviser for nearly 30 years. I specialise in giving pension advice, investment advice, mortgage advice, protection and equity release.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
General Insurance
Home contents insurance, buildings insurance.
Mortgage
First time buyers, remortgages, buy-to-let.
Qualifications
Diploma for Financial Advisers
- The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.
Level 6 Diploma in Financial Advice
- The Level 6 Advanced Diploma in Financial Advice builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Certificate in Regulated Equity Release
- Develops specialist knowledge to understand different customer needs and to be able to advise on the different types of equity release products and the risks and benefits associated with taking out a scheme.
CeMAP Diploma - Level 4
- The CeMAP Diploma elevates expertise and knowledge in mortgage advice.
Level 6 Pension Transfers
- This module provides expertise on pension transfers and builds practical skills so that advisers can excel when making recommendations.
Certificate in Long-Term Care & Later Life Planning
- CertLTCP is a specialised qualification covering the UK long-term care planning environment, including the responsibilities of the NHS and local authorities, long term care insurance and the financial assistance options available.
Location
Jeff's location
Tamworth
Midlands area
United Kingdom
Jeff offers expert financial advice to suit your needs, covering Tamworth and the surrounding areas.
More about me
I am a Financial Adviser based in Tamworth, Staffordshire, drawing on nearly 30 years of experience within financial services. My focus is on guiding individuals, families, and businesses through key areas of financial planning, including retirement planning, investments, estate planning, protection, mortgages, and equity release. I am also qualified to give advice on defined benefit pensions (also known as final salary pensions).
My objective is to help people feel reassured in the present, prepared for the future, and confident that their financial interests are being supported. It’s about providing clear, steady guidance that leads to long-term security and well-being.
Away from work I enjoy travelling and keeping fit, currently taking part in many triathlon events.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.