Services that synergise and offer an outstanding client experience.
who we are
About us
We are here to manage your financial journey.
SMH is a specialist provider of financial advice, accountancy, tax planning, employee benefits and business consultancy services. Our team of individuals specialise in providing holistic planning. We synergise to create a bespoke client experience to personal and business clients.
FINANCIAL PLANNING
ACCOUNTANCY & TAX
BUSINESS ADVICE
About us
SMH is a specialist provider of financial advice, accountancy, tax planning, employee benefits and business consultancy services. Our team of individuals specialist provide holistic planning and synergise to create a bespoke client experience to personal and business clients.
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.
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: The Old Post Office, 137-139 Long Street, Tamworth, England, B78 1SH