Private Client

Private Client Services is one of our specialist areas, we have a longstanding history of advising personal clients across many diverse portfolios. We aim to protect the wealth of individuals and their families through considered tax planning, expert pension advice and bespoke legal services such as Wills, LPA’s and Trust work. 

This allows our clients to receive comprehensive advice on their financial affairs all under the same roof. Our teams work very closely with each other, and pro-actively provide a well-rounded service for any individual we are advising. 

If you are looking for advice on private client services, please visit on of our group companies homepage by following the links below. 

SMH Financial Services 

SMH Wills & Probate  

Alternatively, you can speak to one of our experts.