Contact Us

Telephone: 0800 310 1919 (freephone)

About InvestSmart

"I looked at the UK investment market and thought it could do with a shake-up."

Tom Russell InvestSmart

We provide a safe and secure online service

InvestSmart was formed to provide a better deal for investment clients who are paying commission but not receiving an adequate service in return. Our Head Office is at our purpose built offices in South Wales.

Key Personnel

Tom Russell
Tom Russell
Director

InvestSmart’s Director, Tom Russell, has over 20 years’ experience in the Financial Services sector, working for a major bank and a National IFA. Over the last 10 years he has developed a highly successful advisory business, with offices in London and South Wales.

Julie Zeraschi
Head of Operations

Julie has twenty years experience overseeing Financial Services office functions. She has previously managed busy IFA practices as well as a regional office of a nationwide investment company.

Sophie Louise,
Marketing Consultant

Sophie is responsible for the marketing functions here at InvestSmart, working closely with the rest of the team to ensure that everybody with an investment understands what trail commission is, and that there are other options out there.