Welcome to Smith Pearman & Associates
Helping you to define the direction you want your financial future to takeYour investment goals might be as simple as a rainy day pot or may be far more complex and demanding. Wherever your needs come in this financial spread – we can work with you to develop the portfolio of wealth which suits your aspirations.
So, why it is important to you to select Smith Pearman & Associates as your Wealth Managers?
From our offices in Alton, Hampshire, we typically work with high net-worth clients with an existing portfolio, or new investment requirements, in excess of £100,000. Our Independent Financial Advisers are highly skilled professionals who will help you to discover what it is that you want from your investments, for example:
Why do you want to make your money work for you? (It might sound an obvious question, but we can help you to drill down into your financial aspirations and create a wealth plan with you.)
How do you see your life plans in the short, medium and long-term?
How do you currently define your personal goals and aspirations? They might include:
- Deciding when you would like to retire
- Buying the fabulous sports car, you’ve always dreamed of
- Inheritance Tax Planning – keeping more of your money and assets for the next generation
- Moving to the cottage by the sea
- Supporting your children throughout their education
- Providing a ‘nest egg’ for children and/or grandchildren to help them get on the property ladder
- Creating income to support elderly parents with their care plans
- Paying for the holiday of a lifetime