Smith Hobbs Wealth Management Ltd
Industry: Financial Planning & Wealth Management
Smith Hobbs Wealth Management Ltd provides the highest quality financial advice, having achieved the highest accreditations, as both a Chartered Financial Planner & Chartered Wealth Manager, aiming to maximise your financial planning for Investment Planning, Pensions Planning, Inheritance Tax Planning and Protection.
As an Associate Partner Practice of St. James's Place, which is a FTSE 100 Wealth Management company, you are able to benefit from a high level of expertise.
Smith Hobbs Wealth Management Ltd was originally established as Hobbs Wealth Management in 2010 and since then we have continued to provide high quality financial advice. Matthew Smith is an experienced adviser who accepted an invitation to join St. James's Place Wealth Management in 2016.
With offices in Dorset and Fareham, we are able to provide advice to clients across the South of England on a wide range of matters, helping you to make the most of your financial plans, now and throughout your lifetime, as well as taking into account the needs of the future generations of your family.
Why work with Us?
Matthew takes great consideration in constructing a tailored financial strategy to meet his clients needs. He devotes his time to gain an insight and understanding into his clients specific financial requirements - whether these be personal or corporate.
Matthew is committed to ensuring that his industry knowledge remains relevant and current by placing a strong emphasis on personal development. He has achieved the highest professional qualification within financial planning, having successfully completed the Advanced Diploma in Financial Planning, and is accredited as both a Chartered Financial Planner and Chartered Wealth Manager.
Smith Hobbs Wealth Management Ltd 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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
- Financial Planning
- Inheritance Tax Planning
- Investment Planning
- Life & Critical Illness Cover
- Mortgage Advice
- Pensions Planning
- Wealth Management