Personal service

Smith Jackson Wealth Consultancy Limited are committed to providing you with a high level of personal service. A service you can rely upon and a relationship you can trust.

“…provided us with the most excellent financial advice and assistance over the past 12 years or so…” M.J. Murgatroyd, Retired

From the moment you decide to become a client:

  • You are kept informed of the way we are looking after your wealth and you are given access to our website online valuation services.
  • You are given an annual valuation report and explanation of how the plan is performing.
  • You decide the level of ongoing service you would like to receive.
  • You can register for email bulletins and newsletters which will keep you up to date with financial news and information.
  • You can contact us at anytime to ensure your plan reflects changes in your lifestyle and continues to meet your financial goals.

In addition, you will also be invited to events with special guest speakers so you can hear first hand information and developments that may influence your financial aims such as the economic forecasts, changes in legislation and changes in tax thresholds.

If this is the type of personal service you would like to receive call 01706 232 170 or email us to arrange a no obligation meeting and discuss how you can benefit from creating a wealth management plan today.