Mark Smith Wealth Management Ltd

Independent Financial Adviser  Phoenix House, Newark, NG24 3UA
FCA authorised
Last authorised 24th January 2022
Independent financial advice for clients who understand the value of professional financial planning and require a long term relationship.
We can advise you on
Ethical investments
ISA / Unit Trusts / OEICs
Investment trusts
Offshore investments
Unit trusts
Taxation planning
Commercial mortgages
Stockbroking services
Meet our advisers
MR Mark Smith DipFA MIFS
Independent Financial Adviser
About us

Establised in 2007 (although over 30 years experience in Financial Services)our traditional business values are backed by the latest technology to ensure that clients receive an accurate, efficient service, combined with flexibility and the power to respond.

It is this combination of the personal touch and modern technology that enables us to consistently maintain our high levels of service.

Our independent, end-to-end investment solution has been created to be the most accurate, comprehensive process in the market. This robust investment process ensures that your investment needs are recognised and addressed using an accurate methodology.

Our services

We provide an independent, bespoke and professional financial planning service for individuals and small businesses which includes investment & retirement planning, tax planning & mitigation and trust & estate planning.
We combine a high reputation and traditional values with a friendly approach in dealing with our clients, who come to us largely by personal recommendation.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face

Phoenix House, 5 Phoenix Lane, Newark, NG24 3UA

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