Symponia Member

Samantha has worked with Central Financial Planning Limited since 2002, now working alongside husband Ian Smith. Central is a director-owned fully independent Financial planning practice. Both Ian & Samantha are Certified Financial Advisers, Ian is also a Chartered Financial Planner; both believing strongly that advice should be given after discussing and understanding the client needs in depth, and discussing the effect their decisions may have on other areas of their financial well being.

Both Ian and Samantha are fully authorised and regulated advisers, with Samantha focusing generally on areas of financial advise of interest to clients who are later in life i.e. Long Term Care, Equity Release or Inheritance Tax Advice.

Most of their clients live in the Bromsgrove / Solihull area but will travel throughout the Midlands. Initial meetings can be either at Central’s office or, if preferred, a visit in the comfort of your home, where it may be convenient to include family members.

Samantha is a member of The Retirement & Care Faculty.

Membership of Symponia is voluntary. Samantha is proud to be a member of Symponia as this represents an ongoing commitment to providing a high level of clear advice, locally, as part of Symponia’s National Presence.