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Professional Adviser Partnership
Trusted | Specialist | Opportunities

As a trusted adviser, perhaps another Financial Adviser, Charity, Lawyer or Accountant we aim to meet your business needs by understanding your requirements and the drivers of your company's success. Our responsive and high quality personal service is backed up by a well-defined combination of evolving strategies, innovative products and specialist solutions all focused on your business success.

At the forefront of building partnerships are our SMCG Wealth Relationship Managers who provide the crucial link between SMCG Wealth and our capabilities and your company. This partnership is flexible, accessible and tailored to your business needs.

Working in partnership with other professional advisers and financial intermediaries across the UK has taught us to identify and prioritise what is important. Every business is different but there is a common objective - seeking to best serve your clients so you can grow your company.

We assist you by enhancing the Wealth Management, Investment Management and Financial Planning expertise that you provide to your clients and act as an extension of your team.

assist you in the identification and development of new business from existing and prospective clients we place importance upon seeing the relationship developing opportunites both ways

An SMCG Wealth Relationship Manager will work with you to understand your business model. By applying our knowledge of the market we will suggest how our range of solutions can create value for you and your clients.

Your dedicated Relationship Manager will oversee your day-to-day dealings with us and an expert Investment Manager will manage your client's assets to their agreed mandate.

In every aspect of our partnership with you, we dedicate ourselves to effective performance that is characterised by integrity, impartiality and confidentiality. As your partner, we focus on your business goals and help you deliver a stronger proposition for your clients.

In summary we believe there are 5 key areas of benefit to Solicitors, Accountants and other Professional Introducers:

  1. Access to the Financial Services Market.
  2. Business Development.
  3. Client Satisfaction & Retention.
  4. Financial Reward.
  5. Service, Access and Communication.