Anastasia Smith

Anastasia joined Quilter Cheviot in January 2023 to support the new financial planning proposition. I moved to Jersey in January 2023 having worked within financial planning firms in the UK for over 10 years.

As my role as a Paraplanner, I undertake research of different products/ solutions in the market and provide suitability reports to clients, based on their circumstances, objectives, and risk appetite. An important part of the role is to provide cash flow analysis which helps to map out a client’s future and understand whether based on their existing circumstances they have sufficient provision to maintain their standard of living throughout their lifetime.

Anastasia holds the CII Diploma in Regulated Financial Planning and is working towards Chartered Status.

Outside of work, she like to keep fit with long walks around the island and spending time with family and friends.