Nadia Johnstone-Smith
Financial Planner
Birmingham office
What attracted you to a career in wealth management?
With nine years of experience in the financial services industry, I've honed my expertise in Investment Claims, Chargeable Events, and financial planning for high net worth individuals. My journey led me to specialize in assisting clients in areas such as Inheritance Tax Planning, Retirement planning, Tax-efficient investment strategies, and more. It's the profound impact of financial advice on people's lives that attracted me to this field, and I'm committed to helping clients achieve their financial dreams.
How do you approach your role on a daily basis?
My role as a private client specialist is focused on empowering clients to achieve their financial goals. Over the years, I've provided support in various areas, including Inheritance Tax Planning, Retirement planning, and personal & business protection. My approach involves tailored strategies, frequent communication, and a deep understanding of each client's unique requirements. I'm dedicated to building a financial power team for my clients by connecting with professionals in sectors like Court of Protection/Personal Injury Solicitors, Accountants, and Private Client Solicitors.
What are your interests outside of work?
Beyond my professional interests, I relish spending time with my family and have a deep passion for live music. In fact, I'm a Grade 6 saxophonist, which showcases my love for music. If you share similar interests or would like to connect, I'd be delighted to connect via LinkedIn and learn more about you and your business.