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Carla Smart

Carla Smart

Profile

Carla has spent the last decade 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.

In addition to advising her own clients, Carla heads up GWM’s Pension Services division providing ongoing training and support to all GWM regional offices.

Carla is currently studying to become a chartered adviser, having already completed numerous UK and International financial qualifications, including the Diploma in Regulated Financial Planning, AF4 Investment Planning, AF3 Pension Planning, and AF1 Personal Tax And Trust Planning examinations.

Latest Feedback


"Carla is an extremely conscientious financial adviser who will always strive to put her clients first. As a true professional Carla is fully committed to having an in-depth understanding within her field of expertise and will only ever provide advice that she feels is correct for her clients. Carla is a hard worker who takes her role very seriously. It is a pleasure to work with her and to have her as part of the team in Switzerland."

Gavin Pluck, Group Managing Director GWM

 

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