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