Surrey Financial Divorce Advice with Financial Planner Mark Smale
Need a financial exit strategy for your divorce?
I can help you to create that strategy in a tax efficient way……
I believe it is essential to take the time to fully understand each of my client’s situations which enables me to put together strategies to meet their needs.
I enjoy building long term relationships with my clients and much of my business comes as a result of referrals from existing satisfied clients.
I get great personal satisfaction from tangibly helping Clients and their families to achieve their Financial goals at different life stages. This could be helping them to create a sustainable financial plan to facilitate their divorce, ensuring they have sufficient income to enjoy their Retirement, helping them to achieve a life goal such as buying a holiday home or enabling them to pass Wealth to their Children and Grandchildren as tax efficiently as possible.
Let me help you make a financial plan
for your future:
Mobile: 07551 932 080
“Mark Smale, with whom I have been working for the last couple of years, gets involved at the early stages of my cases involving pensions. He works closely with the client but always pays heed to my advice as to the boundaries of settlement. He advises the client not only in terms of pension share orders & identifying funds into which to receive transfers but also assist the client in calculating whether offsetting or a pension share would be best for the client or a combination of the two, taking into account the client’s current & future need.” Elizabeth Leah: Partner (Family Law) at rhw Solicitors LLP
In 2012 I was invited to join the CMP Practice and my aim is to continue to provide high quality advice and on-going service.
Who are CMP?
CMP Financial aim to build and maintain a long-term, trusted relationship with their clients by applying their experience and expertise, gained from many years in the Financial Services industry.
As an organisation of financial experts we create a firm foundation in meeting our clients’ financial objectives, throughout their lives, and fulfilling their aims and aspirations, as well as offering that all important ‘peace of mind’ for the future.
It is our belief that you and your family have the right to retain your hard-earned wealth without punitive exposure to unfair taxation.
We strive to provide a dedicated and quality service to our clients at all times in conjunction with the products and services on offer from the St. James’s Place Wealth Management Group.
Contact me for a no-obligation conversation
to see how I can help you:
Mobile: 07551 932 080