Daphne Ashford-Smith
Daphne has more than 25 years of experience in Wealth Management and has been with St. James's Place since 2006 across Singapore, Hong Kong and the UK. She was the founding Partner and manager of the Singapore office, working with a wide range of professional expatriates and international investors. Daphne excels in developing tailored financial plans that add value to individuals, families and businesses with the goal of building a successful and enduring financial future..
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About
Daphne collaborates closely with her clients, working hand-in-hand to craft and optimise their personalised financial master plan. Her commitment is to deliver comprehensive solutions addressing the unique financial needs of clients, their families, and businesses, all while maintaining a paramount level of personal service. Daphne specialises in designing and implementing practical strategies, ensuring clients progress steadily toward their individual financial goals, with regular reviews to adapt to evolving needs.
With a focus on Intergenerational Wealth Management, Inheritance Tax Planning, and Retirement Planning, Daphne brings specialised expertise to guide clients through crucial financial milestones. She has global expertise of working with expatriates, repatriates and international investors.
Daphne extends her services to the Deaf and hearing-impaired community, offering tailored financial advice through BSL via Zoom or Teams.
Daphne is married to Daniel and has three children. She finds joy in hiking and a love of the outdoors.
Specialisms:
- Intergenerational Wealth Management
- Inheritance Tax Planning
- Retirement Planning
- City Professionals
- Business Owners
- UK resident Non-Dom’s
- Legal Professionals
- Private Clients
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Accreditation
