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Liam Smith, ACSI

Private Wealth Adviser

With over a decade of experience in the Middle East, Liam has been a trusted guide for hundreds of clients seeking comprehensive financial planning.

Known for his client-centric approach, Liam prides himself in giving clear, honest, and easy to understand advice, along with providing a high level of customer service. He takes the time to understand each client’s unique circumstances and financial goals. This personalised approach allows him to create customised financial plans that align with individual needs and priorities.

Liam is UK qualified, holding a diploma in Investment Advice & Financial Planning, as well as being a member of The Chartered Institute for Securities & Investment (CISI).

If you are looking for a knowledgeable, friendly and dedicated adviser to guide you towards financial freedom, Liam is ready to help.

Areas of Expertise

• Pension Analysis, Advice, Management

• Retirement Planning

• Pension Planning

• Lifetime Allowance Planning

• Inheritance Tax Planning

• Succession Planning

• Tax Planning

• Wealth Management

• Investment Portfolio Management

• International Savings & Investment Options

• Property Portfolio Advice

• Insurance & Family Protection

• Education Fee Advice & Planning

• Private Client Wealth and Estate Planning

• Complex Multi-Jurisdictional Financial Planning

Qualifications & Awards

CISI Level 4 Diploma in Investment Advice

CISI Level 4 Financial Planning & Advice

CISI Level 4 Investment, Risk and Taxation

CISI Level 4 UK Regulation & Professional Integrity

CISI Level 4 Certificate in Paraplanning

Associate Member of Chartered Institute for Securities & Investment (ACSI)

Regions Covered

  • Middle East
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Liam is a first class advisor. I have used Liam’s services for years and recommended him to a number of my friends.

Colin Manson

26/01/2024

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I would strongly recommend Liam Smith’s services based on the honest, genuine and unbiased advice he provides.

If anyone is looking for sound financial advice of any nature then please consider Liam and his team.

John Burn

22/02/2022

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Liam is a customer focused professional with a broad vision of on customer needs and future requirements. Always with a straight to the point plan of action and prompt answers. Communication is vital and his feedbacks are clear and reliable. Whenever a situation happens he has always been effective... Read Full Quote

Glauco Silva

08/03/2016

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