Smart Investments is a partnership comprising co-founders Jeff Fitzpatrick and Simon Warman-Freed. We have set up and support four larger investment partnerships for general public access and a number of private partnerships.
Our standout values are integrity, transparency and close communication with our clients. Smart Investments clients include good people who have previously had their finances ruined by recessions, the pandemic, company failures, pension fund changes, rapidly falling savings, pension and investment returns, and a myriad of other factors beyond their control.
Meet the Team
After a Law degree and rising through the ranks of Ernst & Young Consultancy I struck out on my own, transforming and building business profitability through agile thinking, exploiting hidden strengths and cultivating new markets.
I came to the world of trading later but very quickly saw its potential to help people and therefore to form a sustainable, substantial business model. I focus on strategy, marketing and onboarding new members to Smart Investments. My driving force is rooted in delivering fantastic results for our clients and members.
After a successful corporate career and blue-chip Board appointments – including as a Deputy Chair of Burberry – I became an entrepreneur buying, building and selling several businesses. I retain a major shareholding and Directorship in what is set to become a global engineering business.
I began trading almost 20 years ago and have paid off my mortgage, built a substantial pension pot and financed my engineering and publishing interests. Now I am determined to help others get great returns from their investments, particularly those whose finances have been damaged by recession, pandemic, changing pension regulations and what I see as a broken pension industry.