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At Giles Smith Wealth Management we offer a range of investment and savings solutions that are exclusive to our customers. You can rest assured that in our hands, you are receiving the very best options available to you.
Our ‘client first’ philosophy means that you get expert advice for pensions and retirement planning to ensure you have the retirement you’ve always dreamed of.
Forward planning also means that our financial advisors can help you plan to eliminate, limit or reduce your future IHT contributions, so that your loved ones can receive the lion’s share of your estate, not the government.
Planning for Success
One of the main reasons we have happy customers is because of our planning process where we look at your investment risk profile and most importantly, your goals. These provide us with your motivation for investing and it gives you something you track performance against.
Our investment options are fully diversified to minimise risk and aim to ensure that you receive a healthy return on your investments that are strengthened against the whims of market fluctuations.
We believe that investing should be easy, which is why you will receive expert professional management by world-class investment managers and our expert team of financial advisors here at Giles Smith.You’re in safe hands.
Keep Up To Date
Our exclusive technology powered by True Potential keeps you connected 24/7 at anytime online and via tablet and mobile apps. You can track your investments, add a new goal, or request a change to your monthly payments. You can also contact us to move to a different investment or make withdrawals.
We can offer you a modern way to top up your investments on the go with True Potential’s impulseSave® world-first technology. Saving has literally never been easier, you can add money to any of your investments with us at the touch of a button, from as little as just £1.
Staying in Control
See your investments working together towards your goal with our exclusive True Potential One® financial planner. What’s more you can add external assets and even link up your bank accounts so you get the full picture of your net worth over time.