Natasha Smith

Independent Financial Adviser

Independent financial advice for your Now and your Future.

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Planning towards retirement
Building and organising your pensions and savings so you can retire when and how you want to.

Managing retirement
Turning what you've built into a sustainable income as you approach and move through retirement.

Investments & ISAs
Building and managing portfolios that match your goals and comfort with risk.

Inheritance tax & estate planning
Passing on more of what you've worked for, in the way you intend.

Protection & family security
Making sure the people who depend on you are looked after, whatever happens.

Advice for Businesses Integrating your business and personal financial planning. Protecting against the loss of a co-owner or key employee.

About Bit About Me

Advice that starts with you, not a product

"For more than 26 years I've helped people make confident, well-informed decisions about their money, especially in the years leading up to and through retirement".

As an independent adviser, I'm not tied to any single provider or product. That means the advice I give is built entirely around your circumstances, your goals and what matters to you, drawing on the whole of the market to find the right fit.My specialism is pensions and retirement planning, and I hold a Later Life Planning qualification. But my approach is holistic: I look at your whole financial picture, so the pieces work together rather than in isolation.Whether you're decades from retirement, approaching it, or already there, my job is to give you clarity and a plan you actually understand.A bit about what drives me, if it helps you understand how I work: my Christian faith is a big part of who I am, and it's where my sense of purpose comes from helping people be wise, confident stewards of what they've been given. That same purpose led me to found Manna Financial Freedom, a separate community interest company through which I offer financial coaching and education, because I believe understanding money shouldn't be a privilege.

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We found ourselves in a financial situation where we were clueless. Natasha has been our beacon of gentle guidance and knowledge. She has a wonderfully holistic approach, listening to your whole story so your financial journey with her makes sense for you.Anon

Tasha researched and handled the best way to draw my pension, without me stressing or panicking. She also went further to check whether I was entitled to more.Marcia

I wanted to say how much I value working with you. You are always so helpful and patient, especially when explaining financial matters. Your support means a great deal to me, particularly because of my deafness, and I truly appreciate the clarity and care you bring to everything we discuss. Thank you for all that you do.Susan

Natasha has been my advisor since 2016 and she has been so helpful and helping me learn about the investment world. I had no experience or knowledge on the subject and throughout the years she has been very trustworthy and taught me how to make my money grow in so many ways, not only with my investment portfolio but also isa's etc. In the beginning I was quite nervous to invest as my initial thoughts were I did not want to lose money. However, during my first meeting with her she explained things in such a way which was easy to understand. I am so pleased that I persevered as she is an excellent advisor and really cares about her clients and continues to most importantly keep in touch and inform me of all updates in the markets whether positive or negative.Chetna

Natasha is highly professional and a customer oriented person. She is very creative and has the exceptional skill to clarify every single point of the investment's process.Mark