Our wealth management services are provided through Murray Smith Financial Services Limited which is owned by the Murray Smith Partners.

Truly independent

Murray Smith Financial Services Limited is regulated by the Financial Conduct Authority to provide independent financial advice on investments, pensions and life cover.

We are not tied to any provider and so can search the entire market for the best product for you.

The business was built to provide our accountancy clients with truly impartial advice on how to invest and manage the wealth that they created. This means that our advice must be of the highest integrity as we usually work with these clients for many decades.

  • Simon Barnes
    Simon Barnes BA(Hons) FPFS Chartered Financial Planner View Profile
  • Helen Enfield
    Helen Enfield Financial Services Manager View Profile