Smith Hobbs Wealth Management Limited
in Swanage, united kingdomCategory: financial advisor
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Address details
Herston Cross House,Swanage High Street BH19 2PQ Print route »
08000 30 69 29
Business hours
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The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Equities do not have the security of capital which is characteristic of a deposit with a bank or building society.
Smith Hobbs Wealth Management Ltd was originally established as Hobbs Wealth Management in 2010 and since then we have continued to provide high quality financial advice. Matthew Smith is an experienced Chartered Financial Planner and Chartered Wealth Manager, who accepted an invitation to join St. James's Place Wealth Management in 2016.
With offices in Dorset and Fareham, we are able to provide advice to clients across the South of England on a wide range of matters to ensure that you make the most of the allowances available to you and that your financial plans last throughout your lifetime, and to also take into account the needs for the future generations of your family.
