What I Offer…

At Somerset Wealth Management we believe in upholding old-fashioned values and delivering impeccable service with integrity and reliability. We seek to build long-term trusting relationships with our clients.

We work with you to strengthen your financial success by creating sustainable financial plans, tailored for you and your loved ones. Through regular meetings, we will adapt your plan to evolve with you throughout life’s journey.

Our service is necessarily bespoke.

Our services include:

  • Business profit extraction
  • Investment and retirement planning
  • Corporate financial Planning
  • Tax & estate planning
  • Protection planning
  • School fees planning

Nick Smith, MBA DipPFS
Principal, Somerset Wealth Management.
Associate Partner Practice of St. James's Place Wealth Management

Somerset Wealth Management represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's Website at www.sjp.co.uk/products. The St. James's Place Partnership' and the titlesPartner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

Why I’m good at what I do…

I loved my 10 years flying helicopters in the Royal Navy - making a difference to people’s lives, be that in support of UN Sanctions, humanitarian operations or counter-narcotics. Having subsequently gained 15 years’ experience in Financial Services, I now thoroughly enjoy helping people in a very different way by putting their financial success at the heart of what I do.

My military experience has instilled in me a strong sense of doing the right thing at the right time for my clients and to act with the highest integrity and professionalism in everything I do. Ultimately, I am passionately committed to helping my clients achieve a secure and successful financial path for them and their loved ones.

Things I like…

I am fascinated by aviation and in particular space travel.

What I do

My Stats

Last online 16th Sep 2019
Member since 7th Dec 2017
Number of testimonials 0
Meetings attended 21
4N ranking 1249 in the UK

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