'A marathon not a sprint': Frankie Smith on her first year running an advice business

WIFA winner launched advice firm FSWM in February last year

Isabel Baxter
clock • 4 min read

As IFA Frankie Smith’s business approaches its first anniversary, the entrepreneur sat down with Professional Adviser to discuss her achievements in advice over the past 12 months…

Frankie Smith launched her own wealth management and planning firm FSWM in February last year after being a financial adviser at Jarrovian Wealth for nearly seven years. Since doing so, she picked up the WIFA 2024 award for Woman of the Year – Investment Advice and has been shortlisted for a 2025 PA Award in the Champion of Advice category. FSWM has also been shortlisted in the Adviser Firm of the Year – London category. In the summer last year, Smith also launched a trust and estates business as part of FSWM, which offers services such as wills, trust inheritance tax planning, as wel...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

SJP refunds client's ongoing advice fees after absence of review

SJP refunds client's ongoing advice fees after absence of review

A total of £1,358 paid back following FOS decision

Isabel Baxter
clock 11 February 2025 • 3 min read
FOS to apply CMCs complaint fee from April

FOS to apply CMCs complaint fee from April

Charge of £250 will be applied to ‘make funding arrangements fairer’

Isabel Baxter
clock 07 February 2025 • 4 min read
FCA rejects all Blackmore Bonds complaints

FCA rejects all Blackmore Bonds complaints

Regulator writes to those who complained about the way it handled the case

Isabel Baxter
clock 06 February 2025 • 2 min read