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Our Philosophy

You are at the centre of everything we do.
We deliver totally effective wealth management
for our clients, more than the sum of the parts.

Our purpose is simple…investing for life.

We believe that financial planning is about having the lifestyle you want today and maintaining it for all your tomorrows.

We can provide you with a full understanding of the complex web of investments, policies and other issues that exist in today's financial world.

We will work with you and take the hassle from the day-to-day management of your finances, investments and policies.

We have 4 key aims:

1. To identify and secure your financial future
2. To grow your wealth
3. To protect your wealth
4. To ensure you are tax efficient

We give our clients the peace of mind giving them the understanding and clarity to make tough decisions with confidence and security.

We have a strong culture of inward investment. Always keen to gain more knowledge, higher qualifications and use the best financial planning techniques.

We remain dynamic and are proactive to the changing financial landscape.

Why not view some of our case studies and testimonials by clicking below:

 

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A secured financial future
Tax efficient
Growing your wealth
Protecting your wealth
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Copyright 2013 - Carlton Smith Private Wealth - The Wildwood Centre, Lower Road, Onehouse, Stowmarket, Suffolk IP14 3BX - Telephone 01449 615714 - Email info@cspwealth.com
Cornwall Office: Chytane Farm, Summercourt, Newquay, Cornwall TR8 5BW - Telephone 01872 484714 - Email info@cspwealth.com

Carlton Smith Private Wealth is a trading name of Argent Wealth Ltd which is authorised and regulated by the FCA No. 515379. Argent Wealth Ltd. Registered Office: Evolve Building, Cygnet Way, Rainton Bridge Business Park, Houghton le Spring, Tyne & Wear, DH4 5QY. Registered in England and Wales No.7079006

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