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John Smith, Chartered FCSI

Partner

John has over 30 years’ investment management experience and is a Chartered Fellow of the Chartered Institute of Securities and Investment. He was elected to membership of the Stock Exchange in 1984, appointed a director of Greenwell Montagu Stockbrokers (HSBC) 1988, a founding director of Brewin Dolphin, Birmingham office 1996, director and head of Birmingham office of W H Ireland 2006 and a partner of Albert E Sharp in 2014. John specialises in portfolio management for private clients including ISAs, SIPPs, Trusts and Settlements. Since 2007 John has managed Inheritance Tax portfolios for a number of clients.