Devin Smith

 

 

Financial Planner

Based in Portsmouth

Devin has worked in the financial services industry in South Africa and the UK. He joined Tavistock Private Client in the summer of 2017 and brings more than 20 years of professional practice and experience with him to help our clients achieve their financial objectives. He works closely with clients’ professional advisory teams, including accountants and solicitors, to provide an integrated service for their benefit.

He holds the professional Chartered Financial Planner qualification and maintains this through Continuing Professional Development. In addition, he holds an MBA and a degree in Sports Science, both obtained in South Africa.

Prior to joining Tavistock Private Client Ltd, Devin gained valuable experience in professional practice firms in the UK (since 2005), including BDO and Grant Thornton, as well as investment firms Charles Stanley and Tilney. While in South Africa he worked for a market leading financial planning practice, using the most up to date cash flow planning tools and introducing fee based financial planning to the country.

He enjoys working closely with his clients, developing strong relationships, many of who have been with him for over 10 years. He takes a particular interest in estate and succession planning where he has the chance to work alongside other professionals in tackling complicated affairs.

Contact Me

Mobile: 07768 034 692

Email: devin.smith@tavistockprivateclient.com