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Smart Wealth Management : Corporate Wealth Management
Smart Wealth Management is aimed specifically at small medium sized enterprises (SMEs) which historically have not had access to the professional employee benefits consultant. This market has been traditionally served by the so called Independent Financial Advisor who has tended to offer “off the shelf” products whilst larger enterprises have been served by the much bigger consulting actuary. Smart’s philosophy is to always offer bespoke solutions at a competitive consultancy fee.

We provide a full service to meet all your corporate needs. From director and executive pension planning to setting up a flexible benefits plan for your employees. Using bespoke third party administration technology, an electronic real time Smart Total Reward Statement is now a reality. Already many clients point to the clarity of their employees packages which have enabled them to recruit and then retain valued staff.

Smart Wealth Management

Our approach to the design of the most suitable employee benefit package starts with a full understanding of your business objectives and budgets. A business case is then developed for the intended remuneration package and solutions established accordingly.

The options available to employees, pricing policy and individual benefit budgets are then determined and a smart communication programme put in place. This step is designed by Smart to ensure that employees fully understand their options, the extent of services available and the value of this element of their remuneration package.

Smart Wealth Management use a number of leading edge administration platforms to ensure efficient administration processes and through web technology, provides employers with instant access to their personal remuneration package and to the Smart Total Reward Statement.

By harnessing this leading edge technology has allowed Smart Wealth Management to offer its services to even the largest of employers, helping to open the market which once was the preserve of only the largest consulting actuary.

Smart Benefit Propositions

We offer employee benefit consultancy in the following areas:

To find out more about the Smart service contact us.

 
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Smart Wealth Management LLP is a Limited Liability Partnership under registration OC309769 and is authorised and regulated by the Financial Services Authority. Smart Wealth Management LLP is entered on the FSA register (www.fsa.gov.uk/register/) under reference 416110.

The Financial Services Authority does not regulate advice on estate planning, taxation and unsecured lending.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.
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