Welcome to the website of SMB Wealth Management Ltd, the financial advisers who specialise in individually tailored investment and pension solutions.
Our head office is in West Sussex and we have client meeting rooms throughout the UK, or we can meet you at your home or workplace.
Our typical clients already have substantial assets (often a mixture of investments, pensions and property) but they don't have the time to make sure they're getting the best performance from those assets. They need two things
easy access to expert, relevant and up-to-date knowledge and
help with the mass of paperwork that comes with a portfolio of investments.
If this description fits you, then you are looking for SMB Wealth Management's personalised approach to your investment strategy. Our advice will be tailored to your individual circumstances. It will be clear, correct and value-for-money. And we will always put your interests first, because the fair treatment of customers is right at the heart of our company ethos (see our Treating Customers Fairly Objectives Statement).
Naturally, we will use our technical knowledge and expertise to give you our best advice, but we want to do more than that. We like to develop an ongoing relationship with our clients, so they can always depend on us. We aim to be available - answering questions as they arise - on the ball - keeping tabs on investment performance and new developments - and helpful - lightening the burden of paperwork wherever we can.
Please follow the links to read more about us and the services we provide and have a look at our Sunday Telegraph article.
To see how using the open market option can increase your retirement income, click here.
At the heart of any portfolio planning process is a determination of your risk and return profile. SMB Wealth Management will make certain you understand this process
Pensions are financial tools whose purpose is the provision of money in old age.
Life expectancy continues to rise but large numbers of older people can no longer live independently; they need help with the activities of daily living.
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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