We only get one life and if making the most of this life is important to you and the ones you love, SM & Associates can help you maximise the potential of your savings for a more secure financial future. We make your money work harder allowing you to enjoy a more comfortable and secure future. It can be stressful running your own organisation.
We can help by taking care of your finances so that you can make important decisions easily. We have many clients in professional and senior positions, which means we have the expertise to help you to maximise the potential of your often unique employment structure. Retirement can be an exciting, but also daunting prospect.
We can help by taking care of your finances so that you can make important decisions easily. We have many clients in professional and senior positions, which means we have the expertise to help you to maximise the potential of your often unique employment structure. Retirement can be an exciting, but also daunting prospect.
Services
Steven Mufti & Associates was established in 2013 to provide personalised financial planning and wealth management to help high net worth clients live their best life. Based in Ascot, Berkshire, Steven and his team support a wide portfolio of clients locally, across the home counties and throughout the south of England.
Getting to know you and understanding your financial requirements is fundamental to enabling us to give you the best advice and support to help you reach your financial goals. We will arrange an initial meeting with you to discuss your specific requirements. We will then present our recommendations and financial plan during a follow-up meeting and guide you through the next steps.
Business Owners come in all shapes and sizes but all have one thing in common, they strive for success. The life of a business owner is never dull! But with so many hats to wear, business owners often neglect their personal financial goals. We support businesses large and small with proactively planning and managing their finances.
With so many different ways to save for retirement now, retirement planning has never been more important. Our independent status means we can help you navigate the options and find your own unique solution. We start with you. We'll ask you what your dream retirement looks like, whether that's sailing into the sunset or spending more time with your grandchildren.
A professional career can be highly rewarding but undoubtedly comes with sacrifice and can easily take over your life if you are not careful. The financial benefits for you and your family can afford you the lifestyle you desire in the here and now but what about the future?
All too often there are simply not enough hours in the day to really think about where your life is going and whether you are on track financially to achieve all that you want.This is where having a trusted adviser can make the difference.
All too often there are simply not enough hours in the day to really think about where your life is going and whether you are on track financially to achieve all that you want.This is where having a trusted adviser can make the difference.
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