About Us

Andy Smith Adv DipFA, CeFA, Adv CeMAP, CeRER

Chartered Member of Institute of Financial Servcies
Director & Lifestyle Financial Planner

Andy is the founder and Director of Totara Financial Services. Originally from New Zealand, Andy is now firmly based in Esher with his wife and 2 children.

As well as spending time with family, Andy enjoys travel, playing golf and keeping up with sport in general.

Andy is committed that both he and his team are not only qualified to give advice but undertake further development to ensure that Totara clients are constantly up to date with legal and market developments to ensure that clients lifestyle choices are fulfilled. He is a fully qualified IFA and holds chartered status. He is committed to Lifestyle Financial Planning.

Stephanie Wagland

Office Manager

Stephanie loves the outdoors and animals, sharing a horse and a very naughty diva-ish dog named Pepper. She takes a keen interest in football and formula 1 and is a massive 1980’s music fan. She can regularly be heard singing Michael Jackson hits at her desk! In her spare time Stephanie loves adding to her growing shoe collection and taking good care of her nails.

Stef joined Totara in 2015 having worked for another IFA firm after leaving school. She is wise beyond her years and provides excellent support to the Totara team.