Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

City professionals
Expert advice for City professionals across a range of financial planning matters is available.
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Professional partnerships
Put in place plans to create financial clarity and fulfil your ambitions for now and into retirement.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Financial professionals
We know that a career in finance can be particularly demanding and hectic. And even if you work with money and investments on a daily basis, it’s still good to be able to discuss your own personal financial goals with another professional.
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Charities
Explore the facilities that manage charitable funds for a wide range of organisations, acknowledging that every charity is different.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Peter Maternaghan
Mortgagewise & Smart Wealth Ltd
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