About Matthew Smith

Matthew Smith

FPFS FCSI LLB (Hons)

Matt is accredited as both a Chartered Financial Planner and Chartered Wealth Manager, having successfully completed the Advanced Diploma in Financial Planning in 2014. He is the Director of Smith Hobbs Wealth Management, a Partner Practice of Award-Winning St. James's Place since 2016, Matt specialises in helping clients achieve their goals, through investment and retirement planning, and making the most of their tax allowances.

About

Prior to the beginning of his career in the financial services industry, Matt graduated from Keele University with an LLB (Hons) in Law with Politics in 2007, following which he completed the Siemens Graduate Programme in order to enhance his commercial understanding, and then subsequently as a Private Banking and Advice Manager at Lloyds Bank. After obtaining his Level 6 Certificate in Private Client Investment Advice and Management (PCIAM), Investments and Securities in 2014 with the CISI, Matt secured his Advanced Diploma in Financial Planning with the CII in 2014. 

Matt focuses on establishing strong working relationships with clients by devoting time to gain a profound understanding into their specific financial requirements- both personal and corporate. Placing a deep emphasis on personal development, Matt is committed to ensuring his industry knowledge remains relevant and current.

Matt’s interests include powerboating and enjoying new experiences. In particular, Smith Hobbs Wealth Management is passionate about providing support to those less fortunate than ourselves and takes pride in supporting the local community and animals in need.

Testimonials

Item 1 of 2
Matthew has always put our interests first by giving sound and trustworthy advice in a way in which we understand and feel comfortable with. He identified the areas of importance to our family and went on to provide in depth advice which we have followed and review yearly. Matthew provides advice wi...
Mr Donald Graham and Mrs Kayleigh Graham

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Financial-Planner-(CII)-Chartered-Dark-Grey.svg
Personal finance society logo

Click on the accreditations for more information

E-Briefing Service

Stay up-to-date with the latest Industry Insights

Enter your email address and register or update your existing email preferences.

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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Smith Hobbs Wealth Management Ltd is registered in England and Wales, Number 10473198. Registered Office: 389 Ringwood Road, Poole, Dorset, BH12 4LT.