Welcome to another instalment of our Member Monday feature! This week we hear from HBW Member, Shoina Smith of City Financial (Aberdeen) Limited:
I am an independent Financial Planner working with City Financial (Aberdeen) Ltd. I have worked within the industry for more than 20 years and I feel privileged and honoured to be able to support and assist so many people with their financial planning journeys. I offer bespoke, holistic financial advice to individuals and businesses covering areas such as protection, retirement planning (accumulation and decumulation), long term investments, and some aspects of estate planning. I am known for my professional, non-jargon, human approach and I enjoy the relationships I have developed. I am never afraid to take on challenges and I love to explore the more technical aspects of financial planning.
Personally, I am married with 3 children and 2 very cute doggies! I enjoy open water swimming, crocheting, watching live music, training, spending time with my lovely family and friends.
I am also a qualified complementary therapist, although not currently practising. My interest in holistic therapies continues to be a big part of my life. Anyone that knows me knows that I love a challenge, such as sky-diving, completing a marathon, and participating in Strictly Inverness. Professionally, I am very excited to advance my qualifications by working towards achieving chartered status in my profession.
Connect with Shoina here: