Wilfred Smith

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 HNW/UHNW 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.