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Who's Moving Where In Wealth Management? – abrdn, Raymond James

Editorial Staff

16 February 2022

has appointed Benjamin Smith as a new chartered financial planner in the Exeter branch. He will be reuniting with branch principal Martin Glover, who mentored him in the early stages of his finance career.

Smith will provide financial advice on both an advisory and a discretionary basis, supporting clients with pensions, investments, estate and retirement planning needs. He will also sit on the branch’s investment committee, supporting the development of its sustainable and environmentally focused portfolios.

Smith, who began his career in business information systems before moving into the finance sector, now has over a decade’s experience working in major financial institutions and boutique advisory firms.