James Smith James Smith

James Smith

Client Director, Personal Wealth, London

As an actuary, I previously advised clients on their pension arrangements. Whilst aware of savings gaps experienced by underserved groups, I also recognised the desperate need for greater financial wellbeing for society to move to a more equitable place. I now help clients to look through different lenses of inclusion, to build more inclusive financial wellbeing strategies; to broaden the understanding and boost the confidence of their people and drive more equitable outcomes.

Outside of work James is an enthusiastic (but by his own admissions unathletic) cyclist, with a recent foray into the world of triathlons, and enjoys live music, good food and travelling.

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  • Actuarial and Benefits
  • Defined Benefit
  • Governance and Risk Management

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