Wilfred Smith is a Financial Planner at Progeny with ten years’ experience across wealth management, accounting and UK taxation.
He is a qualified accountant and holds the CII Diploma in Regulated Financial Planning.
He advises on all aspects of financial planning, including investments, retirement planning, estate/legacy planning, protection and tax-efficient structuring.
Wilfred has extensive experience supporting high net worth clients, collaborating with investment managers and specialist lending teams to design and monitor portfolios and deliver tailored solutions.
Wilfred leads with a client first mindset, listening carefully and providing clear, practical advice around what matters most to each client. His approach is client-centric and focused on turning goals into real-world outcomes.
Outside of the office, Wilfred enjoys playing sports and volunteering when he can.
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