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Carla Smart

APFS
Group Head of Pensions & Chartered Financial Planner

Carla has spent the last 15 years helping expatriates to manage their finances effectively, and has been learning, to some extent first hand, of some of the challenges faced when living abroad. In particular, she has extensive knowledge of the interplay between the UK, French and Swiss systems, having lived and worked in each of these countries.

Although equipped to deal with all aspects of financial planning, her primary area of expertise is pension planning. In addition to advising her own clients, Carla heads up the Pension Services division providing ongoing training and support working with Skybound Wealth regional offices.

Widely known for being an extremely conscientious adviser, she prides herself on her first-rate quality of service and up to date knowledge. She has completed numerous UK and International qualifications including the Level 6 Advanced Diploma in Financial Planning. Following the completion of this diploma, she was awarded the title of Chartered Financial Planner. In addition to this, Carla holds the Advanced Certificate through CySEC so is fully qualified to provide advice to clients resident in Europe. She also completed her Series 65 qualification enabling her to advise US residents and US connected individuals.

Carla has built her reputation as a trustworthy adviser to individuals looking to plan for their futures, and her high level of client retention is a testament to this.

Qualifications & Awards

Areas of Expertise

Carla is fully qualified to advise in all areas of personal financial planning including:

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow Planning
  • Pillar II & III Planning
  • Repatriation Advice
  • Domestic & International Investments
  • Regular and Lump Sum Savings
  • RSU’s and Option Structures
  • Diversifying Portfolios and Risk Reduction
  • Situs Asset Transfers
  • Education Fee Planning
  • Critical Illness Cover
  • Asset and Insurance Protection
  • Life Insurance Cover
  • Inheritance Tax Planning

Take A Look At Some Of Carla's Client Reviews

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