Home  →  Team   →   MARIE SMITH

    Contact Form

      What do you do?

      For busy people, it’s tricky to find time to deal with their finances. I bring everything together, take away the worry and help clients understand how to achieve their goals.

      Why do you do it?

      I’ve got a flair for the technical side, particularly wealth preservation and legacy planning for future generations.

      What’s on top of your bucket list?

      Diving with Manta Rays and Whale Sharks. I’m a very keen scuba diver, fascinated with the ocean and nature in general, including conservation.