07711952117 martin.smith@smbwealth.co.uk

Our services

We provide a range of financial advice, management and planning services to businesses and individuals. Our services are designed to grow and protect your wealth in the most tax-efficient way possible.

Our range of financial services for businesses includes:

  • corporate tax planning
  • business financing and debt
  • staff benefits set-up
  • key personnel insurance.

For individuals, we look at managing your wealth with:

  • pension planning
  • savings and investments
  • insurance and protection
  • estate and succession planning.

Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.

Investment planning

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

Retirement planning

Pensions are financial tools whose purpose is the provision of money in old age.

Financial planning

At SMB Wealth Management financial planning means just that – planning all your financial affairs so they work best for you and your family.

Long-term care planning

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.

Taxation

SMB Wealth Management will discuss all of your pension and non-pension investments in the context of personal taxation and suggest a range of tax-efficient solutions.

Property search

t could be a weekday apartment near your workplace or the next property for your family or business, but finding it demands a considerable amount of time and “leg work”.

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.