Our Client Service
At SMH Financial Services, we offer independent planning to individuals, trustees and businesses which is specifically designed to meet their individual circumstances.
Typically we specialise in providing advice to owners, managers and company directors of businesses in terms of their personal wealth and business planning.
Whether you are looking at planning for your retirement, investing your capital or simply protecting your hard earned wealth then our fully qualified advisers are able to help.
We have no set criteria as we believe everyone is unique and has their own individual requirements. Therefore we offer a truly bespoke service to all our clients.
We will work with you to build a financial plan that targets your individual needs by firstly obtaining a thorough understanding of your needs and requirements. We will then review your financial position on a regular basis where appropriate which is designed to help to ensure that you are achieving your goals and enable your plan to be adapted to meet your changing needs and circumstances.
To arrange an initial meeting with one of our financial advisers call 0114 266 4432.
How Are We Paid?
On receiving an enquiry we will invite you to our offices for a preliminary meeting. The purpose of this meeting is to establish whether we are able to assist you with your needs and objectives and to discuss the range of services we offer and provide.
How We Work With Our Clients
As Independent Financial Advisers, we are free to advise on financial products available from all product providers. We use our knowledge and experience combined with advanced computer software to research, compare and select the most suitable solution for your circumstances.
Treating Customers Fairly
Sutton McGrath Hartley pride themselves in adhering to treating customers fairly (TCF) and the rules set out by the Financial Conduct Authority.