An Associate Partner Practice of St. James's Place Wealth Management
Smithson Wealth Management Ltd provides trusted financial expertise to meet the needs of individuals and businesses. We offer a broad range of personalised financial advice, including retirement planning, savings and investment reviews, estate planning and financial protection for you and your family.
We offer an excellent wealth management service which will help you achieve your goals
I have known Geoff for approximately 5 years. I find him to be very trustworthy, friendly, and feel he always has his clients interests at heart. He is also very patient and answers any question I may have in a clear and concise manner. I would not hesitate to recommend him to family and friends.
Geoff provides us with a friendly, professional and trustworthy service. We have regular contact and everything is explained clearly, whether pros or cons for our investments. We continue to be happy with our rate of return. We would have no hesitation in recommending Geoff to any family or friends who may be considering seeking financial management advice.
In the short time Geoff has managed my financial affairs, I have been impressed with the service and level of detail supplied. I have also been very happy with initial results since putting Geoff in control of my finances. Geoff is a true credit to St. James's Place.
I have been investing with St. James's Place for approximately 15 years. For the last five years Geoff Smithson has taken care of all aspects of financial advice, looking into the best interests to build my income and welfare. Geoff is always very pleasant.
All advice is given in my best interests. I have been given (very patient) clarity on both my investments and protection and this had met my needs. Any queries (however often repeated) are dealt with courteously and efficiently. I have recommended this service to my sister and my brother is already a client. I feel much less confused by all matters financial and reassured that my best interests are being catered for.
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.