Matt Smith
Financial Adviser @Twelve Wealth Management
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WORK HISTORY
Financial Adviser @Twelve Wealth Management
Bournemouth, GB
At Twelve Wealth Management, our primary focus is our clients. We look to establish strong, long lasting relationships with individuals/businesses based on trust and honesty. We do our upmost to ensure that clients meet their financial goals and aspirations by providing advice and client service of the highest quality. We are assisted in doing this by being a highly successful Partner practice of St. James’s Place Wealth Management plc, a leading and highly regarded wealth management company which distributes an extensive range of investment and retirement products and financial planning solutions to a high net worth client base.The value of your investment can go down as well as up. You could get back less than you invested.Twelve Wealth Management Ltd is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title \'Partner Practice\' is a marketing term used to describe St. James\'s Place representatives.SJP Approved
EDUCATION
Keele University
Bachelor’s Degree, LLB (Hons) Law with Politics
University of Gloucestershire
Master of Business Administration - MBA, MBA - Financial Planning
Chartered Insurance Institute
Advanced Diploma in Financial Planning
The Chartered Institute for Securities & Investment (The CISI)
Level 6 Certificate in Private Client Investment Advice and Management (PCIAM), Investments and Securities
Saïd Business School, University of Oxford
Fintech
SKILLS
ABOUT MATT SMITH
As one of the most qualified individuals in Dorset & Hampshire, I am happy to have a conversation to see how I may be able to add value to your future financial goals.The Partner Practice is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place Approved 03/04/2025
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