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"Longevity of our relationships is important to both ourselves and our clients. You don't expect to have to re-educate a new adviser on your affairs every time you meet"

About Us

SMCG Wealth develop a professional, personal relationship between our clients and advisers. Our clients are the focal point for all our products and services and we deliver personal, tailored recommendations in each instance.

Whether managing your investment portfolio or assisting in the structuring of your finances through financial planning, our extensive Investment Management and Private Banking background has ensured we adopt best practice and cultivate a culture to ensure a business like approach to the management of your affairs.

Our advisers and consultants are suitably qualified in their field and you can be certain that for Investment Management business your dedicated advisor will hold the full Investment Management Certificate. For Financial Planning purposes your advisor will also hold the full Diploma in Professional Financial Advice and have other certification in specialised subject matters.

In addition to formal qualifications SMCG adviser's and consultants have between 14 and 30 years experience of Investment Management, Private Banking and Financial Planning. We are a 100% fee based practice which we believe is fairest and best represents your requirements.