About Us

Established in 2003, the team at M B Smith & Co Ltd has many years’ experience providing practical financial planning advice to individuals, families and businesses in the Bridgnorth area and indeed through the UK.

As Independent Financial Advisers we provide a fully independent approach to new and existing clients, we specialise in providing a bespoke planning advice service across a wide range of services including savings & investment, pension and  protection on both an individual and corporate level. We take a holistic approach, with the planning service including such areas as inheritance tax planning and maximising the use of tax allowances wherever possible.  We are happy to work with other professionals (such as solicitors, and stockbrokers) to harmonise existing arrangements with future plans.

We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.  We are fully committed to treating our customers fairly.

At M B Smith & Co Ltd, we pride ourselves on the friendly and approachable nature of our advisers and staff.