Team Member - Ian Smith

Ian Smith

Wealth Management Consultant

Offering a complete financial planning service of the highest standard has been a driving force in Ian’s interaction with clients, many of whom are now third generation clients.

Ian is passionate about his vocation and insists on ensuring the client’s needs are met first. He believes that knowledge on the industry, products and markets are essential to provide this service. He is supported by an excellent, highly qualified team.

Ian graduated in Geology in 1984 from Wits University, completed his MBA through Edinburgh Business School in 2003.

He is a Certified Financial Planner and a member of the Financial Planning Institute of South Africa. He holds a Post-graduate Diploma in Financial Planning.