Meet the team

On this page you can describe some or all members of the team and you can include links to Profile Pages, available through Content Streams – we’ve included examples. You can add some introductory text, for example ‘Here are some of the members of our experienced team of advisers and administrative staff that you may be in touch with.

Wayne Smith

Director and Financial adviser – I have been helping people plan their financial futures for over 19 years specialising in pensions and investment strategies. One of my biggest strengths is to unravel the complexities of financial advice and explain them in a simple clear manner allowing informed decisions to be made. My favourite part of providing advice is the relationships we build and seeing how our advice is enriching our client's lives.

In my spare time I like to have as much fun as possible with my young family from weekends away to getting out the paddling pool and attending car shows.

Linda Smith

Director and Design Manager – I manage the creative side of WLS from innovative ideas on systems through to the brand and marketing. I will discuss the needs of our team and how I can best support each of their roles. I really enjoy bringing a cohesiveness to the office and knowing that our clients are seeing the benefits of what we implement.

Family is very important to me being a Mum of two active young boys. I use my creative nature to give adventure to my family and when time allows I enjoy a little bit of girly shopping.

Connie Sargent

Office and Paraplanning Manager – My role allows me to have input in many areas of the firm including the operations of the business itself. Much of my day is spent managing the office and workflow of advice ensuring all the regulatory requirements and processes are in place. Although I'm not client facing I have a great deal of industry knowledge allowing me to support the advisers in my care to the highest standard.

When not in work I have an affinity for lego, board games and anything challenging with my family, never failing to complete the countless escape rooms to date.

Kim Smith

Administration Manager – I have one of the most varied roles in the business from arranging meetings, updating client data, speaking with all providers and managing Wayne’s diary. I also get the pleasure of speaking with each of our clients at least once a year on various matters. My role also includes supporting much of the back office paperwork and some paraplanning tasks.

I love the outdoors and everything nature. Nothing is better than taking a walk with my two grown up children, dogs and husband for adventures in the wilderness whenever I can.

Lois Forbes

Trainee Financial Adviser – I have made a career working with numbers and am dedicating my time to qualify as a fully Independent Financial Adviser within the firm. I can't wait to use my friendly and outgoing nature to help discover what clients want out of life’s journey allowing me to build a clear and robust plan for them. At present I am supporting the entire business in all areas to build knowledge within each element gaining valuable experience for when I become qualified and licenced.

Outside of studies and work I love spending time with my son, yoga and walking.