Enhancing lifestyles and preserving wealth through financial planning.
who we are
About us
We are here to manage your financial journey.
SMH Wealth Ltd is a holistic financial planning advice firm working in the personal wealth and business market. Our team of individuals specialise in providing expert financial advice, an excellent client service and have an exemplary compliance record.
Financial Planning
For Individuals and businesses: Investments, Retirement planning, Inheritance Tax, Protection, Estate Planning, Mortgages and income protection.
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Business Advice and Support
Staff Resourcing
Exit-Planning
Business Advice and Support
Staff Resourcing
Exit-Planning
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For Accountants & Introducers
For Accountants & Introducers
We get a significant proportion of the work that we undertake via referrals.
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SMH Wealth Associates Ltd is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 947194. Company Registered No: 13069908. Registered in England. Address: Appt 6 The Greyhound, 37 Market Place, Folkingham, Sleaford, Lincs, NG34 0TG.