Hello, I’m Chris Smith

Having joined our Financial Planning & Wealth Management team in 2012, Chris has helped us to develop a class leading service proposition and re-define the way our service is delivered to clients.

He now leads the day to day operational management of SRLV Financial alongside a highly experienced and talented team of financial planners and administrators.

Chris spent his early career in account management, business consultancy and financial advice before embarking on his own business activities which led him to SRLV. In that time he has coached and trained IFAs through professional qualifications, provided outsourced paraplanning solutions, established a web-based client referral business and consulted with wealth management firms to prepare them for changing legislation.

Call me: +44 (0)20 7079 8886

Chris Smith, Client Services Manager

Hello, I’m Chris Smith

Having joined our Financial Planning & Wealth Management team in 2012, Chris has helped us to develop a class leading service proposition and re-define the way our service is delivered to clients.

He now leads the day to day operational management of SRLV Financial alongside a highly experienced and talented team of financial planners and administrators.

Chris spent his early career in account management, business consultancy and financial advice before embarking on his own business activities which led him to SRLV. In that time he has coached and trained IFAs through professional qualifications, provided outsourced paraplanning solutions, established a web-based client referral business and consulted with wealth management firms to prepare them for changing legislation.

Call me: +44 (0)20 7079 8886

Find out more about other key members of the SRLV team.

About

Whether advising individuals, owner-managed businesses, listed companies, or international entities, we work closely with our clients, as partners, with the same aim: to help them achieve their goals.

A founder member of Premier International

Founder & Member of Premier International Associates

Registered to carry out audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.   Legal

Get in Touch

SRLV
89 New Bond Street
London
W1S 1DA

Phone: +44(0) 207 079 8888
Fax: +44(0) 207 079 8889
Email: hello@srlv.co.uk

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Registered to carry out audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.   Legal