Welcome to Smith Weale Associates

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.

Welcome to Smith Weale Associates

Our aim is to provide a comprehensive service tailored to individuals and businesses alike.

Welcome to Smith Weale Associates

As well as wealth management, we specialise in equity release, offering solutions from the whole of the market place.

Here to help you

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. With combined industry experience in excess of 50 years, Smith Weale Associates prides itself on being at the forefront for the provision of wealth creation and protection solutions. 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 brings, but the knowledge that we are endeavoring to secure you and your family’s financial future.

Our Services

Want to know more?

Call us for a friendly chat on 01684 577037 or email: smithweale@aol.com