07711952117 martin.smith@smbwealth.co.uk

About us

SMB Wealth Management


About Us

We exist to provide the individually tailored wealth management advice that you demand. Bringing our long experience firmly to your side of the table, we will guide you towards the asset mix that ideally suits your circumstances.

We always begin by getting to know you, because it’s essential to get an overall picture of your financial circumstances, not just your assets and liabilities but also your future plans and your attitude to investment risk.

Then we design a bespoke investment strategy and provide reports which cover all aspects of your financial planning and retirement planning requirements. We will measure your existing investments against your stated goals, but will only suggest switching them if it is clearly in your interests to do so.

Our reports are written in good clear English and we take the time to answer all of your questions, so that you feel completely comfortable with our analysis of your situation and with our advice and recommendations for the future.

Our remuneration basis is fair and transparent. Our advice is most likely to be provided on a fee basis and we always discuss and agree the totality of our remuneration with you before proceeding, so that there are no hidden costs.

SMB Wealth Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 478255 http://www.fca.org.uk/register.

SMB Wealth Management Registered Address: 11, Arun Way, Bognor Regis, PO214HF. Registered in England & Wales, No. 06449259.

Neither SMB Wealth Management nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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