Nadia Johnstone-Smith

I am a devoted Financial Planner with a passion for helping individuals and families achieve their financial goals. I graduated with a degree in Clinical Psychology from the University of Lincoln in 2015 and have been working in the financial services industry ever since. Both industries focus on understanding what is important to people, building a sense of stability and orchestrating a specialist plan to achieve their desired future.

Over the years, I’ve gained a detailed understanding of wealth management, retirement planning, tax efficiency and long-term care planning, which I apply to create bespoke financial plans that meet each client’s unique needs.

I believe that by combining careful analysis with a clear understanding of what is important to each client, I can help them make informed decisions about their financial future, leaving them with a sense of security and financial wellbeing.

I’m committed to continuous learning and staying up to date with the latest financial market trends. This ensures that I can provide the best possible guidance to my clients as they navigate the ever-changing financial landscape.

When I’m not helping clients, I like to spend time with my family and enjoy going to the theatre and watching live music. I am a keen disability advocate and mentor, and I love volunteering to share tips on resilience, positivity and personal development. My husband and I love  holidaying across the Greek islands and can often be found visiting the chapel in Rhodes where we got married.

Whether you’re planning for the future, wanting to build strong financial foundations, or manage wealth across the generations, I’m here to help you create a plan that works for you.