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Alan Smith
Wealth manager at Capital Partners, an independent wealth management company based in London. He focuses on understanding clients' money stories and providing tailored financial advice.
Best podcasts with Alan Smith
Ranked by the Snipd community
Aug 6, 2025
• 1h 2min
Financial Advisor Reveals: How To Outperform 92% of Professional Investors (Alan Smith)
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Wealth manager Alan Smith, from Capital Partners, shares insights on transforming your financial future. He discusses the alarming rise of government debt and its hidden impacts on everyday purchasing power. Alan introduces a holistic approach to wealth management using the 'three Ps'—plan, portfolio, partner. He emphasizes the importance of financial independence plans and the relevance of diversified investments. The conversation also touches on the influence of AI on finance and the essential balance between technology and personal guidance in investment strategies.
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