Smith Weale Associates is an independent financial advisory practice and wealth manager, based in the heart of Great Malvern, looking after clients locally and further afield. Our aim is to provide a comprehensive service tailored to individuals and businesses alike. As well as wealth management, we specialise in equity release, offering solutions from the whole of the market place.We provide unbiased, independent financial advice on a range of areas including retirement and pension planning, savings and investments, inheritance tax planning, life assurances, equity release and long term care funding.
Services
Smith Weale Associates was established in 2003 and has grown to a practice with funds under advice in excess of 60 million. We firmly believe that our energetic yet traditional approach ensures a service second to none. As a client you will not only benefit from the reassurance that our experience gives, but the knowledge that we are endeavouring to secure you and your family's financial future.
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