Your investment goals might be as simple as a rainy day pot or may be far more complex and demanding. Wherever your needs come in this financial spread - we can work with you to develop the portfolio of wealth which suits your aspirations. So, why it is important to you to select Smith Pearman & Associates as your Wealth Managers?.
From our offices in Alton, Hampshire, we typically work with high net-worth clients with an existing portfolio, or new investment requirements, in excess of 100,000. Providing a 'nest egg' for children and/or grandchildren to help them get on the property ladder.
From our offices in Alton, Hampshire, we typically work with high net-worth clients with an existing portfolio, or new investment requirements, in excess of 100,000. Providing a 'nest egg' for children and/or grandchildren to help them get on the property ladder.
Services
Aligning your goals to meet your financial needs, for; the now, the next few years and beyond. Established for more than 35 years, we are a specialist independent financial services business offering a high level of financial expertise. We believe that our personal and bespoke approach to investments is key to our Clients' success.
We can enable you to set your realistic financial goals. We will then use our financial skills and expertise to make your money work for you now, and into the future. When we have fully understood your financial needs and expectations we will then create a bespoke and detailed financial plan for you.
We will provide a friendly, bespoke, trustworthy and individually tailored service to meet your exacting financial needs. We are proud that a high percentage of our Clients have been using our services for many years and regularly recommend us to their colleagues, friends and family. We focus on achieving and maintaining a thorough understanding of your financial needs and aspirations.
Just wanted to thank you for your comprehensive Annual Review of my finances which I received last week. For many years now the firm of Smith Pearman has managed both my wife's and my investment portfolios. I cannot praise Smith Pearman more fully than to say that their work for us has been immaculate.
The first meeting is always free of charge unless we have specifically stated otherwise and there is no obligation on either side to proceed further. After the initial consultation, and when you have agreed to work with us, we will agree how you will pay for our services; whether you pay a fee, or whether our costs are to be met out of the cost of any financial product you undertake to invest in (adviser charging).
Reviews
Be the first to review Smith Pearman & Associates.
Write a Review
