Gettyimages 978705946 WEB
David Smith
Managing Partner

David Ronald Smith

Financial planning

Areas of expertise

David specialises in:

I am very experienced adviser and therefore have a broad skill-set. I have spent many years giving personal financial planning advice, which has included providing guidance on matters such as retirement planning, Inheritance Tax Mitigation, and Investment Management. However, my passion, is dealing with owner managed businesses and providing advice on company structures, exits and extracting monies from businesses in as tax efficient manner as possible.

Experience

I am the Managing Partner (Dip CII, CFP, MCSI) of Tilney's North East Office, which is based on the Newcastle Quayside and provides Wealth Management advice to both Personal and Corporate clients.

I have over 30 years’ experience as a financial planner and head-up Tilney's North East Financial Planning team. I have been part of the Tilney Group for over 25 years and am very proud of what we have accomplished in the North East.

Notable client work and achievements

Over the years I have featured many times in the National Press, providing expert comment on financial planning matters. I am extremely proud of the professional network that I have established over the years and the loyal client bank that I have built-up.

Professional qualifications and memberships

I am one of circa 1000 UK Financial Planners with the ‘Certified Financial Planner qualification’ (CFP). I am also a Chartered Member of the CISI (MCSI) and a member of the Chartered Insurance Institute, Personal Finance Society and Institute of Financial Planning (Dip CII).

 

Your details