Business Details
16 Years
experience
Your Trusted Partner for Wealth Management Solutions
Established in 2010, Smith Hobbs Wealth Management has built a reputation for delivering tailored financial advice to private and corporate clients across Dorset, Wiltshire, and Hampshire. As an Appointed Representative of St. James's Place Wealth Management, we combine local expertise with access to a nationally recognised platform. Our team of Chartered Financial Planners prioritises long-term client relationships, focusing on wealth creation, protection, and intergenerational planning. With a commitment to ongoing professional development, we ensure our advice aligns with evolving financial regulations and client needs. Our approach centres on understanding individual circumstances, providing clear guidance that empowers clients to achieve their financial objectives.We specialise in retirement planning, investment management, and protection strategies, supported by the resources of a trusted industry leader. Client testimonials consistently highlight our responsiveness, technical expertise, and ethical standards. By maintaining Chartered status through the Chartered Insurance Institute, we demonstrate our dedication to excellence in financial planning. Our office in Poole serves as a hub for delivering personalised wealth management solutions to local and regional clients. Through regular reviews and transparent communication, we help clients navigate complex financial decisions with confidence.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Details
- Year established: 2010
Highlights and features
- Chartered Financial Planners with industry-recognised qualifications
- Personalised approach focusing on long-term client relationships
- Specialist knowledge of local market conditions in Dorset, Wiltshire & Hampshire
- Access to St. James's Place's comprehensive wealth management resources
- Commitment to ongoing professional development and ethical standards
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
What people say
Sound and trustworthy advice
Available at short notice
Clear explanations of financial matters
Proactive approach to planning
Regular portfolio reviews
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your risk profile and financial goals. We monitor market conditions and adjust strategies to optimise returns while maintaining appropriate risk levels. Clients benefit from regular performance reviews and transparent reporting.
Retirement Planning
We develop comprehensive retirement plans considering your current assets, desired lifestyle, and tax implications. Our specialists help maximise pension benefits while ensuring compliance with changing regulations. Regular reviews ensure your plan adapts to life's milestones.
Protection Planning
Our protection services identify potential financial risks to your family or business. We recommend appropriate insurance solutions to safeguard against unexpected events. Policies are reviewed regularly to ensure continued suitability as circumstances change.
Corporate Services
We provide tailored financial solutions for business owners including succession planning, tax-efficient investments, and employee benefits. Our services help protect company assets and ensure smooth transitions during ownership changes. Advice considers both personal and corporate financial objectives.
Mortgages
Our mortgage specialists help clients secure competitive financing solutions for residential and investment properties. We assess affordability, recommend appropriate products, and guide clients through the application process. Ongoing support ensures mortgage arrangements remain suitable as circumstances evolve.
People
Matthew Smith
Chartered Financial Planner
Matthew Smith is a Chartered Financial Planner with over a decade of experience in wealth management. He joined St. James's Place in 2016, bringing specialist knowledge in retirement and investment planning. Clients value his clear communication style and proactive approach to financial advice.
Questions
What areas do you cover?
We serve clients across Dorset, Wiltshire, and Hampshire, with our main office located in Poole.
Are you regulated by the FCA?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with professional qualifications equivalent to degree level, maintained through ongoing continuing professional development.
How often are investment portfolios reviewed?
We conduct annual reviews as standard, with additional check-ins available upon request or when significant market changes occur.
Can you help with business financial planning?
Yes, we offer specialist services for business owners including succession planning, tax-efficient investments, and employee benefits strategies.
Reviews (1)
Helen Must
Jun 09, 2018
Report
When i didnt know where to turn, Smith Hobbs offered a helping hand and showed me in clear and concise ways, options to help me in a difficult time. I would happily recommend them to everyone, even just for a friendly and informative chat.
