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He has always been fascinated by the ‘psychology’ of money and helping people understand and manage risk so that they have a more comfortable investment journey. This is what has ultimately lead him to become one of the best IFA’s in Beaconsfield, London and the surrounding area.
‘Creating peace of mind is probably one of the most important things we do’
Austyn’s mantra is ‘Financial Happiness’ and knowing clients well enough to ensure that what we put in place is a right fit for them.
Known for thinking differently, he is an advocate of ‘Cautious Wealth Management’ and over the years has contributed to leading publications, and has been featured as a CityWire ‘Cover Star’ in 2010, 2013 and 2017. He is the creator of innovative risk management processes such as Cautious Blend ® and Safe Harbour Planning ® to provide a more comfortable investment and retirement journey.
The firm’s unique ‘All Weather’ approach to investing is based upon Austyn’s culture, values and beliefs and a passion for reducing investment risk, to protect portfolio values, and to offer a more comfortable investment journey.
“Our investments have always performed well under Austyn’s guidance. We appreciate the prompt service given by efficient and friendly support staff. Austyn himself is highly professional, he keeps up to date with developments in finance, and appears to be well thought of by other IFA’s. He keeps us well informed via his occasional newsletters.”
Peter Savill Client for over 15 years
Austyn believes that this is even more important in today’s economic climate, because increased risk, volatility and change, are redefining the strategies required for sustainable growth and wealth preservation. In addition, the definition of ‘retirement’ itself is changing, where clients increasingly require greater access, control and flexibility, in order to realise their desired lifestyle and personal objectives.
A successful entrepreneur, investor, IFA (Beaconsfield) and financial planning author, Austyn understands many of the issues facing senior executives and retirees, having personally experienced them himself. He is therefore far better placed in understanding the life transitions we all go through, and what this means in terms of financial planning, family security, and how to invest successfully.
Today, 25 years on, he continues to specialise in the bespoke planning and financial strategy that retirees and entrepreneurs require, and to find out more please click below.
The Financial Conduct Authority does not regulate taxation advice. The value of your investment can fall as well as rise and you may get back less than your original investment. Past performance is not a guide to future performance.
In addition, for the second year running, Citywire’s, New Model Adviser Magazine, has placed us in the Top 100 UK IFA firms.
Austyn Smith Associates Ltd
Bucks HP9 2SF
Austyn Smith Associates Ltd
8 St James’s Square
London SW1Y 4JU