SMJ Wealth - Chartered ALFBF Financial Planner - Porth

SMJ Wealth - Chartered ALFBF Financial Planner is a reputable and reliable financial planning company located at 45 Graig Y Mynydd, Thomastown, Tonyrefail, Porth CF39 8FD, United Kingdom. They can be reached by phone at 7702023937 or through their website smjwealth.co.uk.

Specializing in financial planning, this company offers a range of services that cater to diverse financial needs. Some of the notable features and services include:

• Online appointments
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

This company has built a solid reputation, as evidenced by their 6 reviews on Google My Business. The average opinion they have received is a stellar 5/5. Clients appreciate the professionalism, friendliness, and trustworthiness of the company's staff. They are particularly impressed by the detailed explanations and sound advice provided by Steve, a key figure in the company.

With a focus on transparency and client-centric services, SMJ Wealth - Chartered ALFBF Financial Planner is an excellent choice for those seeking a reliable and knowledgeable financial planning partner.

👍 Reviews of SMJ Wealth - Chartered ALFBF Financial Planner

tina M.

5/5

It's been around 3 years now that Steve has provided advice and support with our trust fund. He explains it all in great detail and in a way that we can make informed decisions. He clearly explains pros and potential cons of making any changes and we very much appreciate that. He is professional and also friendly and clearly family orientated, all qualities that make us feel at ease. We look forward to working with Steve many years into the future. Trustworthy, transparent, gives good sound advice.

Isabella B.

5/5

I can't recommend my financial advisor highly enough! Their holistic approach to financial planning has been a game-changer for me. They took the time to truly understand my goals and risk tolerance, and crafted a personalised plan that has helped me grow my wealth significantly through ISAs. Their expertise, professionalism, and genuine care for my financial well-being are truly exceptional. 5 stars!

agnes O.

5/5

Steven Matthew James he is replaced my long term financial adviser,since a bit longer than 1 year.
On our consultation he listened my causes request with my investment and secured it well in low risk plans.
I am pleased to say that my funds preformed well, better than I expected.
I am appreciate his caring advice and knowledge and Steven is excellent representative the reputable St James's Place plc where I am long time invester.

Nicholas G.

5/5

I can't speak highly enough of Steve at SMJ Wealth. He took time to understand our needs and risk profiles. Always on hand when needed and is very flexible with timings when it comes to review meetings.

David M.

5/5

Steve at (SJP) St James Place is so very friendly polite and professional at his job. He can always answer any question we put his way and thats very impressive because we do fly off quite range.

Ian L.

5/5

Very happy with the advice I’ve received from Steve at SMJ wealth. Regular reviews and always happy to provide advice and support when required.