Smithson Wealth Management logo

Geoff Smithson

Ba Hons DipFA CeFA
Smithson Wealth Management Ltd provides trusted financial expertise to meet the needs of individuals and businesses. We offer a broad range of personalised financial advice, including retirement planning, savings and investment reviews, estate planning and financial protection for you and your family.

About

I’ve worked in the financial services sector since 1998 as a Bank Manager and Financial Adviser. I joined St. James's Place in 2013, before establishing Smithson Wealth Management Ltd, an Associate Partner Practice of St. James's Place.

I’m committed to offering first-class, honest advice, and to building long-term, trustworthy relationships with my clients.

I offer bespoke financial advice that takes into consideration changing personal circumstances and the fluctuations in the external financial environment. I’m always available to talk and provide regular reviews to check that plans stay current and relevant.

Qualifications and Professional Memberships:
  • BA (Hons) Economics
  • Diploma in Financial Planning
  • The Chartered Insurance Institute

Promotions

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Sarah Taylor

Practice Manager

Zoe Turner

Paraplanning Specialist

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

Testimonials

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I have known Geoff for approximately 5 years. I find him to be very trustworthy, friendly, and feel he always has his clients interests at heart. He is also very patient and answers any question I may have in a clear and concise manner. I would not hesitate to recommend him to family and friends....

Nicola Ann Wilmott| Sunderland

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 09/03/2023

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.

Smithson Wealth Management Ltd is registered in England and Wales, Number 11643649. Registered Office: Ye Olde Hundred, 69 Church Way, North Shields, Tyne and Wear, NE29 0AE.