Michael Smith
Cert PFS CeMap
I have been working in the financial services industry for over 20 years and have the knowledge and experience that you need to be confident that you are in safe hands.
About
My expertise covers the broad spectrum of financial planning and will help you and your business to:
- Aim to grow your wealth, specifically through the SJP distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly publish a range of newsletters exclusively for my clients, including Weekwatch, a bulletin which is emailed on a Monday and provides you with a weekly round-up of key events in global markets and economies, as well as the latest personal finance news and St. James's Place also provides a quarterly magazine, The Investor.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
