Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Advisors & Consultants

MB Smith & Co. Ltd.

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

MB Smith & Co. Ltd.

Mission statement:

We specialise in providing a bespoke planning service for pensions and investments, on both
individual and corporate levels. We take a holistic approach, with the planning service including
such areas as inheritance tax planning and maximising use of tax allowances wherever possible.
We are happy to work with other professionals (such as solicitors, and stockbrokers) to harmonise
existing arrangements with future plans.

We have two pension transfer specialists who are experienced in all forms of pension transfers,
including winding up occupational pension schemes. Our services are available to both the trustees
and members of pension schemes.

Advice is available for holders of SIPPs (self invested personal pensions) and members and
trustees of SSASs (small self administered schemes), this includes either setting up new schemes
or taking over the servicing of existing arrangements.

We are fully authorised to advise on all forms of investment options.We will negotiate and agree our
terms with you before any work is carried out. The cost of our services is covered by charging fees,
receiving commissions paid by product providers or a combination of both, the choice is yours.

Overview:

In the early 1970s Mr Moss Smith set up the original business to service the needs of individuals
and businesses in the Wolverhampton/West Midlands area. Over the years the business grew and
incorporated the clients and employees of numerous local insurance advisers.

Today we have three financial advisers, who between them have over fifty years of experience in
financial services. Drawing from a background of stockbroking, pension transfers and tax planning
we are pleased to offer a fully independent approach to new and existing clients on either a fee or
commission basis (or a combination of both).

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.