Wayne Smith
Dip PFS
I provide bespoke wealth management advice to clients across the UK.
About
Smith Wealth Management has been operating as a Partner Practice within St. James's Place since 2001. Whilst our offices are based in East Cornwall, we are proud to advise a wide range of Clients situated throughout the UK.
We provide our clients with holistic financial advice and wealth management services, encompassing investment planning, retirement planning, estate planning, and cash flow modelling. Through regular face-to-face meetings and personalised advice we can work with you to give your financial goals the optimum chance of remaining on track.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 06/01/2025
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.
