Toni Chalmers-Smith

I have worked in the financial services industry for over 27 years. While fully qualified in all forms of life, health and pension business,  I specialise in advising clients requiring later year’s advice, which includes, investments, inheritance tax and estate planning, equity release and care fees planning.


As well as an Accredited Member of the Later Life Society, SOLLA, I am a member of The Equity Release Council.


Over the years I have contributed to local and national press including the Financial Times, Sunday Times, Daily Telegraph, Guardian and Mail on Sunday.

Toni Chalmers-Smith - Wealth Specialist

Phone: 01279 658304 / 07950 141078


Tees House, 95 London Road, Bishop’s Stortford, Hertfordshire, CM23 3GW

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Tel: 0800 999 25 27​ / 01280 818 784

Whiteleaf Business Centre,

Little Balmer, Buckingham, MK17 1TF


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