An Associate Partner Practice of St. James's Place Wealth Management

Smithson Wealth Management Ltd

Geoff Smithson

Ba Hons DipFA CeFA
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.

About

I’ve worked in the financial services sector since 1998 as a bank manager and financial adviser. I joined St. James's Place Wealth Management in 2013, before establishing Smithson Wealth Management Ltd, an Associate Partner Practice of St. James's Place.

I’m committed to offering first-class, honest advice, and to building long-term, trustworthy relationships with my clients.

I offer bespoke financial advice that takes into consideration changing personal circumstances and the fluctuations in the external financial environment. I’m always available to talk and provide regular reviews to check that plans stay current and relevant.

Qualifications and Professional Memberships:
  • BA (Hons) Economics
  • Diploma in Financial Planning
  • The Chartered Insurance Institute

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
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.
Nicola Ann Wilmott |Sunderland
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 ...
Keith and Louise McDonald |Retired
The value of an investment and the income from it can fall as well as rise. you may get back less than you invested.
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.
Jason Stewart |Sales Manager, Whitley Bay
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.
Name Supplied
You should remember that past performance refers to the past and is not a reliable indicator of future results.

The value of an investment and the income from it can fall as well as rise. you may get back less than you invested.
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 ...
Name Supplied |Podiatrist, South Shields

Insights and E-Briefing Service

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Why Choose St. James's place?

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.

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St. James's Place Guarantee

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.

Smithson Wealth Management Ltd is registered in England and Wales, Number 11643649. Registered Office: Ye Olde Hundred, 69 Church Way, North Shields, Tyne and Wear, NE29 0AE.
Geoff Smithson
Smithson Wealth Management Ltd