+44 (0)207 8022293
+44 (0)207 8022293
Meet our dedicated team who work together to deliver exceptional service to our clients.
Financial Planner
Meet Aleksandra Sasin. With 17 years of experience in the financial planning profession, Aleks has worked her way up from a trainee financial adviser at Friends Provident to a Chartered Financial Planner at Plan Smart.
She has also worked as a Paraplanner and has previously established her own company focused on research and report-writing services.
Aleks’ diverse experience has given her broad financial planning expertise and fuelled her passion for making high-quality advice accessible to everyone. Alongside the Plan Smart team, she is on a mission to harness technology to simplify complex financial processes so that everyone can make informed decisions about their financial future.
Aleks believes in a balance between innovation and tradition, work and leisure, financial planning, and fully living, and she loves helping her clients achieve their financial goals so that they can live their best lives.
Aleks lives in quiet Salisbury with her husband, Michael, and their teenage daughter. She unwinds by crocheting cosy blankets, tending to her vegetable garden, or going on long Nordic walks across the picturesque Wiltshire countryside.
Client Relationship manager
Meet Nici. With 19+ years experience working the the Financial Service sector, Nici fully understands the operational and administrative challenges faced by clients and planners alike.
Staring her career as an office junior, over the years, Nici has worked in a variety of roles from paraplanner to Team Leader, working across multiple teams including the operations side of the business.
Nici has extensive knowledge of the sector and knows what it takes to keep both financial planners and clients happy.
She is focused on ensuring that the administration side of things runs smoothly and efficiently.
Nici lives in a sleepy village in Wales with her husband and daughter. She loves reading, knitting, music, and spending time with family and friends. More often than not you will find her out hiking, exploring the local mountains and waterfalls.