Smith Cooper IFS offers a bespoke wealth management service exclusively to corporate and private UK high net worth clients.
For all clients our singular goal is to protect, preserve and generate wealth through in-depth profiling and intelligent, informed advice that controls risk whilst maximising financial security for the years ahead.
How we achieve this is what sets us apart from our peers.
“Our individual approach to wealth management enables our clients to see a clear path ahead, minimising risk and maximising return.”
Richard Garside, Managing Director, Smith Cooper Independent Financial Solutions
A clear vision.
Our operating philosophy consists of a series of principles based on in-depth experience and industry expertise.
Fundamentally, we don’t set out to sell products and we don’t judge or make assumptions - we listen.
Our intention is to build long term relationships based on confidence and trust that enable us to clearly understand not only your financial desires but the motivations that lie behind them.
At the heart of your values.
Many in our industry deal solely with “hard facts”. Our approach couldn’t be more different. Through personal profiling and risk assessment, we help you make better informed decisions regarding your needs.
Getting to the heart of your values is at the heart of our philosophy. It’s how we are able to make more informed decisions that ultimately will help you run your financial life far better.
The way ahead.
We believe how we work is not ‘a’ way but the only way to arrive at the most advantageous outcomes based on your financial needs, objectives, tax position and timeframes.
With Smith Cooper IFS, your financial future is in safe hands.
Taxation is based on individual circumstances and may be subject to change in the future.
The value of investments and income from them can go down. You may not get back the original amount invested.