Quilter Financial Advisers
QF
Financial Advisors
Quilter Financial Advisers
4 Kinveachy Gardens, London SE7 8ED
# Quilter Financial Advisers – Rod Smith
Rod Smith is a Chartered Financial Planner and Wealth Manager based in Greenwich, serving clients across South East London including Blackheath, Charlton and Lewisham. With over 30 years' experience in financial services and pensions planning, he specialises in navigating complex retirement decisions, particularly defined benefit (final salary) pension scheme transfers and equity release options.
Operating as part of Lighthouse Financial Advice—one of the UK's largest financial advice providers and part of Quilter PLC—Rod offers comprehensive, personalised guidance centred on each client's specific goals and circumstances. His approach prioritises client interests, providing informed professional decisions rather than generic solutions.
What sets Rod apart is his deep expertise in defined benefit pensions, a notoriously complex area where poor decisions can prove costly. He's also qualified to advise on equity release and long-term care planning, areas requiring specialist knowledge that many advisers lack. Rather than pushing unnecessary transfers out of final salary schemes, he provides honest counsel about whether such moves genuinely benefit individual clients.
Rod operates flexibly, combining face-to-face meetings for local clients with remote video consultations for those further afield. Initial consultations are obligation-free, allowing potential clients to assess whether his services suit their needs. This accessible entry point, combined with his breadth of planning expertise and principled client-first approach, distinguishes him in a crowded financial advice market.
Rod Smith is a Chartered Financial Planner and Wealth Manager based in Greenwich, serving clients across South East London including Blackheath, Charlton and Lewisham. With over 30 years' experience in financial services and pensions planning, he specialises in navigating complex retirement decisions, particularly defined benefit (final salary) pension scheme transfers and equity release options.
Operating as part of Lighthouse Financial Advice—one of the UK's largest financial advice providers and part of Quilter PLC—Rod offers comprehensive, personalised guidance centred on each client's specific goals and circumstances. His approach prioritises client interests, providing informed professional decisions rather than generic solutions.
What sets Rod apart is his deep expertise in defined benefit pensions, a notoriously complex area where poor decisions can prove costly. He's also qualified to advise on equity release and long-term care planning, areas requiring specialist knowledge that many advisers lack. Rather than pushing unnecessary transfers out of final salary schemes, he provides honest counsel about whether such moves genuinely benefit individual clients.
Rod operates flexibly, combining face-to-face meetings for local clients with remote video consultations for those further afield. Initial consultations are obligation-free, allowing potential clients to assess whether his services suit their needs. This accessible entry point, combined with his breadth of planning expertise and principled client-first approach, distinguishes him in a crowded financial advice market.
Services offered
Defined benefit pension transfersRetirement planningInvestment and savings managementInheritance tax and estate planningProtection and insurance adviceEquity releaseLong-term care planningBusiness planning and investments