Wilfred Smith

Based in our London office, Wilfred works with individuals, families, business owners and retirees across London, Southern England and the surrounding areas. With more than 10 years’ experience across financial planning, wealth management, accounting and tax, he provides clear, joined-up advice to help clients make informed financial decisions. 

As a qualified accountant and Chartered Financial Planner, Wilfred combines technical expertise with a broad understanding of his clients’ financial affairs. He holds the CII Level 6 Advanced Diploma in Financial Planning and qualifications in mortgage advice. 

Wealth structuring and family wealth planning 

Wilfred specialises in wealth structuring and family wealth planning, helping clients build, preserve and transfer wealth across generations. His expertise includes tax-efficient planning, trust planning, estate and inheritance tax planning, succession planning and intergenerational wealth transfer. 

Drawing on his experience across financial planning, wealth management, accounting and tax, Wilfred takes a holistic approach to advice. He helps clients bring together the different aspects of their financial affairs into a clear strategy that supports both current priorities and future objectives. 

Trust planning is a key area of expertise, particularly as part of broader family wealth and estate planning. He works closely with clients to ensure structures are aligned with their financial goals, family circumstances and long-term intentions. 

Wilfred also supports clients through significant life events and financial decisions, including retirement, inheritance, bereavement, divorce, business ownership, business exits and later-life planning. 

Helping clients make informed financial decisions 

Whether you’re looking to preserve family wealth, plan for future generations, prepare for retirement or navigate a significant life event such as an inheritance or business exit, Wilfred provides advice tailored to your circumstances and objectives. 

He will work closely with you to understand what matters most, helping you evaluate your options and develop a financial strategy that reflects your goals, priorities and long-term aspirations. 

Outside of work 

Outside of work, Wilfred enjoys travelling, exploring different cultures and spending time with family and friends. He is actively involved in church volunteering and local community initiatives, has a keen interest in football, and enjoys keeping up to date with financial and economic developments.